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
326
$5.51K ﹤0.01%
56
-12
327
$5.43K ﹤0.01%
144
+38
328
$5.42K ﹤0.01%
54
+38
329
$5.42K ﹤0.01%
114
+16
330
$5.36K ﹤0.01%
532
+464
331
$5.28K ﹤0.01%
5
+1
332
$5.18K ﹤0.01%
+40
333
$5.13K ﹤0.01%
28
+2
334
$5.13K ﹤0.01%
15
+5
335
$5.11K ﹤0.01%
18
+4
336
$5.11K ﹤0.01%
17
+9
337
$5.04K ﹤0.01%
59
+8
338
$5.02K ﹤0.01%
18
+8
339
$5K ﹤0.01%
152
-28
340
$4.98K ﹤0.01%
76
-123
341
$4.89K ﹤0.01%
26
+6
342
$4.86K ﹤0.01%
44
+24
343
$4.82K ﹤0.01%
61
+37
344
$4.77K ﹤0.01%
125
345
$4.76K ﹤0.01%
131
+42
346
$4.74K ﹤0.01%
60
+30
347
$4.74K ﹤0.01%
76
348
$4.73K ﹤0.01%
22
+4
349
$4.68K ﹤0.01%
97
+1
350
$4.67K ﹤0.01%
+103
12 13
14
15 16