HPWM

Highland Private Wealth Management Portfolio holdings

AUM $620M
1-Year Est. Return 18.9%
This Quarter Est. Return
1 Year Est. Return
-18.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$280M
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$30.5M
2
+$26.8M
3
+$23M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$16M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$15.8M

Top Sells

1
+$6.62M
2
+$5.8M
3
+$5.1M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$4.72M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$4.46M

Sector Composition

1 Technology 13.62%
2 Consumer Discretionary 11.33%
3 Communication Services 2.33%
4 Financials 1.47%
5 Healthcare 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
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