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HPWM
Highland Private Wealth Management Portfolio holdings
AUM
$620M
1-Year Est. Return
18.88%
This Fund
S&P 500
1 Year Est. Return
-18.88%
AUM
$509M
AUM Growth
+$44.4M
(+9.6%)
Holding
140
Top Buys
| 1 | +$7.11M | |
| 2 | +$3.87M | |
| 3 | +$2.14M | |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
+$1.14M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$1.09M |
Top Sells
| 1 | +$1.29M | |
| 2 | +$1.27M | |
| 3 | +$710K | |
| 4 |
iShares ESG Optimized MSCI USA ETF
SUSA
|
+$606K |
| 5 |
Microsoft
MSFT
|
+$596K |
Sector Composition
| 1 | Technology | 16.04% |
| 2 | Consumer Discretionary | 12.85% |
| 3 | Financials | 2.04% |
| 4 | Healthcare | 1.88% |
| 5 | Communication Services | 1.82% |