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
301
$6.37K ﹤0.01%
10
+2
302
$6.35K ﹤0.01%
13
+4
303
$6.34K ﹤0.01%
5
+3
304
$6.29K ﹤0.01%
111
-39
305
$6.28K ﹤0.01%
11
+4
306
$6.27K ﹤0.01%
96
-120
307
$6.21K ﹤0.01%
21
+7
308
$6.19K ﹤0.01%
101
+78
309
$6.15K ﹤0.01%
150
+20
310
$6.15K ﹤0.01%
80
+39
311
$6.1K ﹤0.01%
63
312
$6.07K ﹤0.01%
253
+45
313
$6.04K ﹤0.01%
46
314
$6.04K ﹤0.01%
46
+10
315
$6.04K ﹤0.01%
1,605
316
$6.02K ﹤0.01%
49
-7
317
$5.98K ﹤0.01%
50
+3
318
$5.97K ﹤0.01%
464
319
$5.81K ﹤0.01%
182
+27
320
$5.71K ﹤0.01%
+172
321
$5.69K ﹤0.01%
12
-1
322
$5.67K ﹤0.01%
6
+4
323
$5.54K ﹤0.01%
8
+7
324
$5.54K ﹤0.01%
24
+6
325
$5.54K ﹤0.01%
33
-15
11 12
13
14 15