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
$206M
AUM Growth
+$44.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
444
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$8.04M
3
+$3.23M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$2.97M
5
DLR icon
Digital Realty Trust
DLR
+$2.14M

Top Sells

1
+$5.55M
2
+$5.44M
3
+$1.06M
4
CDL icon
VictoryShares US Large Cap High Div Volatility Wtd ETF
CDL
+$1.04M
5
C icon
Citigroup
C
+$960K

Sector Composition

1 Technology 19.21%
2 Financials 7.02%
3 Consumer Discretionary 6.35%
4 Communication Services 5.73%
5 Healthcare 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.92K ﹤0.01%
58
302
$1.9K ﹤0.01%
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9
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4
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306
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$1.76K ﹤0.01%
2
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3
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310
$1.71K ﹤0.01%
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$1.7K ﹤0.01%
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37
315
$1.6K ﹤0.01%
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5
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$1.46K ﹤0.01%
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3
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$1.36K ﹤0.01%
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$1.36K ﹤0.01%
6
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$1.35K ﹤0.01%
20
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$1.31K ﹤0.01%
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