HWP

Highline Wealth Partners Portfolio holdings

AUM $391M
1-Year Est. Return 20%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$136M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$3.74M
2
+$2.99M
3
+$2.44M
4
CDL icon
VictoryShares US Large Cap High Div Volatility Wtd ETF
CDL
+$2.19M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$2.13M

Top Sells

1
+$3.73M
2
+$2.86M
3
+$2.2M
4
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$1.84M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.1M

Sector Composition

1 Technology 13.47%
2 Financials 10.91%
3 Healthcare 7.63%
4 Consumer Discretionary 5.5%
5 Communication Services 4.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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$94 ﹤0.01%
3
330
$30 ﹤0.01%
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