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
$650M
AUM Growth
-$99.4M
(-13%)
Holding
203
Top Buys
| 1 | +$5.71M | |
| 2 | +$4.26M | |
| 3 | +$3.34M | |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
+$1.81M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$1.76M |
Top Sells
| 1 | +$3.87M | |
| 2 | +$3.75M | |
| 3 | +$1.36M | |
| 4 |
iShares Gold Trust
IAU
|
+$1.25M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$1.09M |
Sector Composition
| 1 | Technology | 16.77% |
| 2 | Consumer Discretionary | 6.59% |
| 3 | Healthcare | 2.38% |
| 4 | Financials | 1.81% |
| 5 | Communication Services | 1.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Stryker
SYK
$132B
| – | – |
-982
|
|
||
202
Bio-Techne
TECH
$7.95B
| – | – |
-2,004
|
|
||
203
Energous
WATT
$27.4M
| – | – |
-28
|
|