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
351
$1.35K ﹤0.01%
20
352
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11
353
$1.33K ﹤0.01%
4
354
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1
355
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356
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357
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358
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359
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1
360
$1.23K ﹤0.01%
15
-2,948
361
$1.23K ﹤0.01%
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365
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366
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2
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371
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372
$1.06K ﹤0.01%
23
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$1.01K ﹤0.01%
7
374
$1.01K ﹤0.01%
34
375
$934 ﹤0.01%
10
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