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

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
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$1.68K ﹤0.01%
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$1.65K ﹤0.01%
2
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$1.55K ﹤0.01%
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285
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3
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$1.38K ﹤0.01%
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3
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