HWM

HighMark Wealth Management Portfolio holdings

AUM $227M
1-Year Est. Return 24.69%
This Quarter Est. Return
1 Year Est. Return
+24.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$158M
AUM Growth
+$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Sells

1 +$203K
2 +$98K
3 +$97.1K
4
ASPN icon
Aspen Aerogels
ASPN
+$74.4K
5
OPRX icon
OptimizeRx
OPRX
+$70.4K

Sector Composition

1 Healthcare 8.8%
2 Financials 3.32%
3 Technology 2.25%
4 Consumer Discretionary 1.38%
5 Communication Services 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
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