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
251
$9.8K ﹤0.01%
226
+73
252
$9.77K ﹤0.01%
60
+11
253
$9.72K ﹤0.01%
27
-21
254
$9.47K ﹤0.01%
124
+20
255
$9.39K ﹤0.01%
133
+2
256
$9.33K ﹤0.01%
83
+12
257
$9.31K ﹤0.01%
248
+28
258
$9.27K ﹤0.01%
79
259
$9.23K ﹤0.01%
436
+51
260
$9.16K ﹤0.01%
40
-20
261
$8.99K ﹤0.01%
170
262
$8.81K ﹤0.01%
183
+34
263
$8.73K ﹤0.01%
42
-3
264
$8.72K ﹤0.01%
134
+32
265
$8.71K ﹤0.01%
41
+1
266
$8.35K ﹤0.01%
+360
267
$8.33K ﹤0.01%
120
+66
268
$8.18K ﹤0.01%
97
+31
269
$8.17K ﹤0.01%
93
+27
270
$8.08K ﹤0.01%
+750
271
$8.07K ﹤0.01%
78
-5
272
$7.97K ﹤0.01%
680
+86
273
$7.86K ﹤0.01%
64
-12
274
$7.81K ﹤0.01%
38
+25
275
$7.8K ﹤0.01%
137
+40
9 10
11
12 13