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
$159M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
355
New
Increased
Reduced
Closed

Top Buys

1 +$699K
2 +$562K
3 +$440K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$355K
5
BILS icon
SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
+$300K

Sector Composition

1 Technology 20.66%
2 Financials 8.76%
3 Consumer Discretionary 6.04%
4 Communication Services 5.86%
5 Healthcare 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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$861 ﹤0.01%
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5