HWP

Highline Wealth Partners Portfolio holdings

AUM $355M
1-Year Est. Return 19.43%
This Quarter Est. Return
1 Year Est. Return
+19.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$136M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$3.72M
2
+$3M
3
+$2.44M
4
CDL icon
VictoryShares US Large Cap High Div Volatility Wtd ETF
CDL
+$2.23M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$2.15M

Top Sells

1
+$3.72M
2
+$2.86M
3
+$2.3M
4
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$1.86M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.09M

Sector Composition

1 Technology 13.47%
2 Financials 10.91%
3 Healthcare 7.63%
4 Consumer Discretionary 5.5%
5 Communication Services 4.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.8K ﹤0.01%
16
227
$1.78K ﹤0.01%
29
228
$1.76K ﹤0.01%
137
-41
229
$1.71K ﹤0.01%
7
230
$1.69K ﹤0.01%
30
231
$1.67K ﹤0.01%
6
232
$1.67K ﹤0.01%
3
233
$1.65K ﹤0.01%
10
234
$1.6K ﹤0.01%
50
235
$1.58K ﹤0.01%
14
236
$1.58K ﹤0.01%
20
+4
237
$1.57K ﹤0.01%
10
238
$1.57K ﹤0.01%
21
239
$1.55K ﹤0.01%
46
240
$1.5K ﹤0.01%
10
241
$1.48K ﹤0.01%
9
242
$1.47K ﹤0.01%
10
243
$1.45K ﹤0.01%
10
244
$1.45K ﹤0.01%
+17
245
$1.45K ﹤0.01%
1
246
$1.44K ﹤0.01%
2
247
$1.44K ﹤0.01%
20
248
$1.4K ﹤0.01%
3
249
$1.33K ﹤0.01%
5
250
$1.27K ﹤0.01%
11
8 9
10
11 12