HWP

Highline Wealth Partners Portfolio holdings

AUM $372M
1-Year Est. Return 22.23%
This Quarter Est. Return
1 Year Est. Return
+22.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$306M
AUM Growth
+$6.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
674
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$3.26M
3
+$1.65M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.17M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$814K

Top Sells

1
+$7.9M
2
+$2.56M
3
+$1.3M
4
PFE icon
Pfizer
PFE
+$1.05M
5
EMR icon
Emerson Electric
EMR
+$633K

Sector Composition

1 Technology 20.21%
2 Financials 7.19%
3 Consumer Discretionary 7.16%
4 Communication Services 6.11%
5 Consumer Staples 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$11.8K ﹤0.01%
206
+3
227
$11.8K ﹤0.01%
98
-20
228
$11.6K ﹤0.01%
75
-93
229
$11.6K ﹤0.01%
96
+8
230
$11.5K ﹤0.01%
233
+145
231
$11.4K ﹤0.01%
272
232
$11.1K ﹤0.01%
38
+4
233
$11.1K ﹤0.01%
38
+25
234
$11.1K ﹤0.01%
208
+9
235
$11.1K ﹤0.01%
120
+36
236
$11K ﹤0.01%
120
+19
237
$11K ﹤0.01%
38
+8
238
$10.9K ﹤0.01%
21
-17
239
$10.9K ﹤0.01%
+500
240
$10.9K ﹤0.01%
26
-2
241
$10.8K ﹤0.01%
45
+9
242
$10.5K ﹤0.01%
167
+2
243
$10.5K ﹤0.01%
382
+77
244
$10.4K ﹤0.01%
47
+16
245
$10.3K ﹤0.01%
43
+11
246
$10.3K ﹤0.01%
39
-14
247
$10.2K ﹤0.01%
50
-2
248
$10K ﹤0.01%
79
-6
249
$9.94K ﹤0.01%
2
-1
250
$9.82K ﹤0.01%
195
+2
8 9
10
11 12