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
276
$1.98K ﹤0.01%
6
277
$1.9K ﹤0.01%
6
278
$1.82K ﹤0.01%
30
279
$1.79K ﹤0.01%
16
280
$1.76K ﹤0.01%
76
-32
281
$1.7K ﹤0.01%
+37
282
$1.68K ﹤0.01%
51
283
$1.65K ﹤0.01%
2
284
$1.55K ﹤0.01%
58
285
$1.54K ﹤0.01%
3
286
$1.53K ﹤0.01%
20
287
$1.52K ﹤0.01%
10
288
$1.52K ﹤0.01%
50
289
$1.46K ﹤0.01%
7
290
$1.46K ﹤0.01%
21
291
$1.38K ﹤0.01%
3
292
$1.37K ﹤0.01%
5
293
$1.36K ﹤0.01%
20
294
$1.35K ﹤0.01%
+20
295
$1.33K ﹤0.01%
6
296
$1.33K ﹤0.01%
12
297
$1.31K ﹤0.01%
3
298
$1.31K ﹤0.01%
14
299
$1.3K ﹤0.01%
4
300
$1.29K ﹤0.01%
29
10 11
12
13 14