HWP

Highline Wealth Partners Portfolio holdings

AUM $372M
1-Year Est. Return 22.18%
This Quarter Est. Return
1 Year Est. Return
+22.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$162M
AUM Growth
+$3.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
406
New
Increased
Reduced
Closed

Top Buys

1
+$6.47M
2
+$5.55M
3
+$3.38M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.35M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$664K

Top Sells

1
+$3.87M
2
+$3.06M
3
+$2.83M
4
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$1.97M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$1.64M

Sector Composition

1 Technology 19.28%
2 Financials 8.46%
3 Communication Services 6.17%
4 Consumer Discretionary 5.78%
5 Healthcare 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$3.02K ﹤0.01%
80
252
$2.99K ﹤0.01%
+89
253
$2.99K ﹤0.01%
44
254
$2.98K ﹤0.01%
34
255
$2.98K ﹤0.01%
8
256
$2.93K ﹤0.01%
46
257
$2.92K ﹤0.01%
8
258
$2.85K ﹤0.01%
190
259
$2.84K ﹤0.01%
26
260
$2.8K ﹤0.01%
101
261
$2.79K ﹤0.01%
50
262
$2.76K ﹤0.01%
+102
263
$2.54K ﹤0.01%
1
264
$2.54K ﹤0.01%
20
265
$2.52K ﹤0.01%
18
266
$2.38K ﹤0.01%
33
267
$2.35K ﹤0.01%
58
268
$2.32K ﹤0.01%
40
269
$2.21K ﹤0.01%
+110
270
$2.19K ﹤0.01%
8
271
$2.17K ﹤0.01%
14
272
$2.09K ﹤0.01%
+81
273
$2.08K ﹤0.01%
3
274
$2.04K ﹤0.01%
5
275
$2.04K ﹤0.01%
+17
9 10
11
12 13