HWM
HighMark Wealth Management Portfolio holdings
AUM
$245M
1-Year Est. Return
33.41%
This Fund
S&P 500
1 Year Est. Return
+33.41%
AUM
$205M
AUM Growth
+$35.3M
(+21%)
Holding
644
Top Buys
| 1 | +$8.11M | |
| 2 | +$3.09M | |
| 3 | +$1.32M | |
| 4 |
AnaptysBio
ANAB
|
+$1.12M |
| 5 |
Organogenesis Holdings
ORGO
|
+$1.09M |
Top Sells
| 1 | +$5.27M | |
| 2 | +$939K | |
| 3 | +$466K | |
| 4 |
iShares Russell 2000 ETF
IWM
|
+$329K |
| 5 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$155K |
Sector Composition
| 1 | Healthcare | 14.11% |
| 2 | Financials | 5.15% |
| 3 | Technology | 4.09% |
| 4 | Industrials | 1.52% |
| 5 | Consumer Discretionary | 1.38% |