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
$265M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
594
New
Increased
Reduced
Closed

Top Buys

1
+$3.84M
2
+$2.71M
3
+$2.33M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.36M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$831K

Top Sells

1
+$4.75M
2
+$2.15M
3
+$733K
4
GXDW
Global X Funds Global X Dorsey Wright Thematic ETF
GXDW
+$603K
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$446K

Sector Composition

1 Technology 20.97%
2 Consumer Discretionary 6.45%
3 Financials 6.25%
4 Communication Services 6.08%
5 Healthcare 3.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$2.83K ﹤0.01%
+39
352
$2.83K ﹤0.01%
82
+1
353
$2.8K ﹤0.01%
+16
354
$2.78K ﹤0.01%
+77
355
$2.76K ﹤0.01%
+214
356
$2.74K ﹤0.01%
12
+3
357
$2.74K ﹤0.01%
+26
358
$2.69K ﹤0.01%
+158
359
$2.69K ﹤0.01%
30
360
$2.58K ﹤0.01%
525
361
$2.57K ﹤0.01%
17
+15
362
$2.57K ﹤0.01%
+15
363
$2.56K ﹤0.01%
+13
364
$2.55K ﹤0.01%
17
365
$2.53K ﹤0.01%
75
+17
366
$2.53K ﹤0.01%
5
+3
367
$2.52K ﹤0.01%
+55
368
$2.52K ﹤0.01%
+13
369
$2.48K ﹤0.01%
+20
370
$2.47K ﹤0.01%
3
371
$2.47K ﹤0.01%
+810
372
$2.43K ﹤0.01%
14
+2
373
$2.39K ﹤0.01%
10
+2
374
$2.38K ﹤0.01%
7
+2
375
$2.38K ﹤0.01%
+164
13 14
15
16 17