HWP

Highline Wealth Partners Portfolio holdings

AUM $355M
1-Year Est. Return 19.43%
This Quarter Est. Return
1 Year Est. Return
+19.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$245M
AUM Growth
+$38.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
463
New
Increased
Reduced
Closed

Top Buys

1
+$7.65M
2
+$3.53M
3
+$2.38M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.28M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.58M

Top Sells

1
+$1.88M
2
+$1.8M
3
+$1.27M
4
GXDW
Global X Funds Global X Dorsey Wright Thematic ETF
GXDW
+$522K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$418K

Sector Composition

1 Technology 20.11%
2 Financials 6.5%
3 Communication Services 5.88%
4 Consumer Discretionary 5.85%
5 Healthcare 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$2.08K ﹤0.01%
16
327
$2.07K ﹤0.01%
4
328
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$2K ﹤0.01%
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2
335
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$1.82K ﹤0.01%
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$1.78K ﹤0.01%
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$1.72K ﹤0.01%
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$1.44K ﹤0.01%
16
348
$1.43K ﹤0.01%
29
349
$1.43K ﹤0.01%
50
350
$1.36K ﹤0.01%
3
12 13
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