HP
| |
Highland Private Wealth Management13F | |
| Highland Private Wealth Management | |
| Last update 1970-01-01 | 0 Stocks (0 new) |
| Value $- | Turnover 0 % |
Highland Private Wealth Manage... Top Holdings of 2022-12-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIV | Vanguard Intermediate-Term Bond ETF | 0 | 0 | Sold Out | 0.000 | -3.59% | 0.000 | +2.32% | +4.79% | 23,145.5 | ||
BND | Vanguard Total Bond Market ETF | 0 | 0 | Sold Out | 0.000 | -1.80% | 0.000 | +1.67% | +3.53% | 127,758.4 | ||
BOND | PIMCO Active Bond ETF | 0 | 0 | Sold Out | 0.000 | -0.04% | 0.000 | +2.37% | +3.79% | 5,632.4 | ||
BSV | Vanguard Short-Term Bond ETF | 0 | 0 | Sold Out | 0.000 | -5.93% | 0.000 | +1.30% | +3.38% | 38,425.6 | ||
CRBN |
iShares MSCI ACWI Low Carbon Target ETF
iShares MSCI ACWI Low Carbon Target ETF
| 0 | 0 | Sold Out | 0.000 | -0.05% | 0.000 | +16.72% | +12.66% | 1,038.2 | ||
EFA | iShares MSCI EAFE ETF | 0 | 0 | Sold Out | 0.000 | -0.48% | 0.000 | +12.66% | +23.17% | 66,015.9 | ||
EMB |
iShares J.P. Morgan USD Emerging Markets Bond ETF
iShares J.P. Morgan USD Emerging Markets Bond ETF
| 0 | 0 | Sold Out | 0.000 | -2.25% | 0.000 | +5.15% | +6.62% | 13,579.2 | ||
IAU | iShares Gold Trust | 0 | 0 | Sold Out | 0.000 | -3.55% | 0.000 | +2.88% | +29.09% | 48,710.5 | ||
IEFA | iShares Core MSCI EAFE ETF | 0 | 0 | Sold Out | 0.000 | -5.12% | 0.000 | +13.34% | +23.86% | 147,518.3 | ||
IEMG |
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
| 0 | 0 | Sold Out | 0.000 | -1.82% | 0.000 | +17.87% | +20.24% | 100,742.8 |
Highland Private Wealth Management's Historical Top Holdings Breakdowns
Highland Private Wealth Management Total Holding History ($B)
Highland Private Wealth Management's Asset Allocation
Highland Private Wealth Management Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Highland Private Wealth Management's Hypothetical Growth since 2022-12-31
Highland Private Wealth Management's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Highland Private Wealth Management News
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