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Home > Institutional Investor > Highland Private Wealth Management > Profile

Instuitional Investor - Highland Private Wealth Management

Fund Profile
Filing Period:
Fund Name: Highland Private Wealth Management
Portfolio Value $0
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Zoetis Inc.
 ZTS 0 $0 0%
2.
Wells Fargo & Company
 WFC 0 $0 0%
3.
Waste Management Inc
 WM 0 $0 0%
4.
Walt Disney Co
 DIS 0 $0 0%
5.
Walmart Inc.
 WMT 0 $0 0%
Insider Monkey Quarterly Strategy
+275.3% Insider Monkey Quarterly Strategy
+125.2% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through May 20, 2024)