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
276
$7.76K ﹤0.01%
47
+24
277
$7.65K ﹤0.01%
34
+7
278
$7.63K ﹤0.01%
142
+11
279
$7.55K ﹤0.01%
+41
280
$7.48K ﹤0.01%
+252
281
$7.44K ﹤0.01%
30
-53
282
$7.41K ﹤0.01%
16
+2
283
$7.36K ﹤0.01%
415
-141
284
$7.36K ﹤0.01%
164
-6,425
285
$7.12K ﹤0.01%
+150
286
$7.08K ﹤0.01%
190
-400
287
$7.06K ﹤0.01%
135
+47
288
$7K ﹤0.01%
66
-17
289
$6.99K ﹤0.01%
182
+121
290
$6.93K ﹤0.01%
13
+3
291
$6.9K ﹤0.01%
225
-40
292
$6.82K ﹤0.01%
31
+5
293
$6.8K ﹤0.01%
+308
294
$6.67K ﹤0.01%
50
+10
295
$6.61K ﹤0.01%
37
+21
296
$6.54K ﹤0.01%
115
-22
297
$6.49K ﹤0.01%
13
-1
298
$6.48K ﹤0.01%
+223
299
$6.44K ﹤0.01%
16
-43
300
$6.42K ﹤0.01%
66
-73
10 11
12
13 14