HWM
HighMark Wealth Management Portfolio holdings
AUM
$227M
1-Year Est. Return
24.69%
1 Year Est. Return
+24.69%
AUM
$227M
AUM Growth
+$22.6M
(+11%)
Holding
681
Top Buys
| 1 | +$2.13M | |
| 2 | +$1.55M | |
| 3 | +$415K | |
| 4 |
NEOS S&P 500 High Income ETF
SPYI
|
+$192K |
| 5 |
Aurinia Pharmaceuticals
AUPH
|
+$177K |
Top Sells
| 1 | +$701K | |
| 2 | +$656K | |
| 3 | +$460K | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$437K |
| 5 |
PHLT
Performant Healthcare Inc
PHLT
|
+$437K |
Sector Composition
| 1 | Healthcare | 18.25% |
| 2 | Financials | 4.64% |
| 3 | Technology | 3.9% |
| 4 | Industrials | 1.41% |
| 5 | Consumer Discretionary | 1.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
676
Workday
WDAY
$56B
| – | – |
-459
|
|
||
677
WIX.com
WIX
$5.26B
| – | – |
-100
|
|
||
678
XPEL
XPEL
$1.33B
| – | – |
-20
|
|
||
679
Zscaler
ZS
$38.5B
| – | – |
-4
|
|
||
680
Reddit
RDDT
$42.2B
| – | – |
-7
|
|
||
|
NESR
681
National Energy Services Reunited Corp
NESR
$1.4B
| – | – |
-100
|
|