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
$708M
AUM Growth
+$32.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$6.56M
2
+$6.47M
3
+$3.39M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$3.24M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$2.13M

Top Sells

1
+$3.87M
2
+$886K
3
+$836K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$672K
5
AEP icon
American Electric Power
AEP
+$420K

Sector Composition

1 Technology 16.05%
2 Consumer Discretionary 10.18%
3 Financials 2.09%
4 Communication Services 2.03%
5 Healthcare 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-4,967
177
– –
-1,060
178
– –
-5,518
179
– –
-2,844
4 5 6 7
8