HPWM
Highland Private Wealth Management Portfolio holdings
AUM
$620M
1-Year Est. Return
18.9%
1 Year Est. Return
-18.9%
AUM
$650M
AUM Growth
-$99.4M
(-13%)
Holding
203
Top Buys
| 1 | +$5.24M | |
| 2 | +$4.02M | |
| 3 | +$3.16M | |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$1.7M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
+$1.68M |
Top Sells
| 1 | +$3.66M | |
| 2 | +$3.44M | |
| 3 | +$1.3M | |
| 4 |
iShares Gold Trust
IAU
|
+$1.2M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$1M |
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
$135B
| – | – |
-982
|
|
||
202
Bio-Techne
TECH
$9.48B
| – | – |
-2,004
|
|
||
203
Energous
WATT
$12.1M
| – | – |
-28
|
|