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 $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIV | Vanguard Intermediate-Term Bond ETF | 0 | 0 | Sold Out | 0.000 | -3.59% | 0.000 | +1.75% | +4.50% | 23,124.5 | ||
BND | Vanguard Total Bond Market ETF | 0 | 0 | Sold Out | 0.000 | -1.80% | 0.000 | +1.26% | +3.27% | 127,496.0 | ||
BOND | PIMCO Active Bond ETF | 0 | 0 | Sold Out | 0.000 | -0.04% | 0.000 | +1.86% | +3.46% | 5,607.3 | ||
BSV | Vanguard Short-Term Bond ETF | 0 | 0 | Sold Out | 0.000 | -5.93% | 0.000 | +1.08% | +3.32% | 38,460.1 | ||
CRBN |
iShares MSCI ACWI Low Carbon Target ETF
iShares MSCI ACWI Low Carbon Target ETF
| 0 | 0 | Sold Out | 0.000 | -0.05% | 0.000 | +17.29% | +11.11% | 1,024.0 | ||
EFA | iShares MSCI EAFE ETF | 0 | 0 | Sold Out | 0.000 | -0.48% | 0.000 | +10.84% | +18.89% | 63,725.9 | ||
EMB |
iShares J.P. Morgan USD Emerging Markets Bond ETF
iShares J.P. Morgan USD Emerging Markets Bond ETF
| 0 | 0 | Sold Out | 0.000 | -2.25% | 0.000 | +4.84% | +5.98% | 13,737.4 | ||
IAU | iShares Gold Trust | 0 | 0 | Sold Out | 0.000 | -3.55% | 0.000 | +0.80% | +27.51% | 47,693.5 | ||
IEFA | iShares Core MSCI EAFE ETF | 0 | 0 | Sold Out | 0.000 | -5.12% | 0.000 | +11.52% | +19.59% | 141,328.0 | ||
IEMG |
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
| 0 | 0 | Sold Out | 0.000 | -1.82% | 0.000 | +18.91% | +18.34% | 99,158.0 |
Highland Private Wealth Management's Historical Top Holdings Breakdowns
Highland Private Wealth Management Total Holding History ($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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