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
376
$4K ﹤0.01%
19
+3
377
$3.97K ﹤0.01%
64
378
$3.95K ﹤0.01%
867
+70
379
$3.94K ﹤0.01%
209
-179
380
$3.83K ﹤0.01%
118
+56
381
$3.76K ﹤0.01%
20
+5
382
$3.75K ﹤0.01%
8
+4
383
$3.7K ﹤0.01%
10
+5
384
$3.67K ﹤0.01%
21
385
$3.66K ﹤0.01%
+65
386
$3.66K ﹤0.01%
25
+5
387
$3.66K ﹤0.01%
20
+12
388
$3.62K ﹤0.01%
46
389
$3.59K ﹤0.01%
37
+29
390
$3.46K ﹤0.01%
30
-3
391
$3.43K ﹤0.01%
102
392
$3.42K ﹤0.01%
79
393
$3.41K ﹤0.01%
77
-23
394
$3.4K ﹤0.01%
2
395
$3.39K ﹤0.01%
78
+20
396
$3.38K ﹤0.01%
24
-17
397
$3.38K ﹤0.01%
+139
398
$3.35K ﹤0.01%
2,520
399
$3.32K ﹤0.01%
+168
400
$3.32K ﹤0.01%
12
+2
14 15
16
17 18