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
401
$3.3K ﹤0.01%
11
-4
402
$3.23K ﹤0.01%
38
-47
403
$3.2K ﹤0.01%
1
404
$3.19K ﹤0.01%
15
-12
405
$3.12K ﹤0.01%
6
+2
406
$3.1K ﹤0.01%
217
+189
407
$3.09K ﹤0.01%
34
-10
408
$3.08K ﹤0.01%
40
+28
409
$3.08K ﹤0.01%
304
+29
410
$3.04K ﹤0.01%
+89
411
$3.02K ﹤0.01%
25
412
$3K ﹤0.01%
190
-45
413
$2.96K ﹤0.01%
27
414
$2.92K ﹤0.01%
25
415
$2.92K ﹤0.01%
13
-71
416
$2.89K ﹤0.01%
326
-426
417
$2.86K ﹤0.01%
71
+42
418
$2.84K ﹤0.01%
96
+30
419
$2.8K ﹤0.01%
99
-31
420
$2.77K ﹤0.01%
61
+33
421
$2.68K ﹤0.01%
1,448
+133
422
$2.67K ﹤0.01%
33
+14
423
$2.65K ﹤0.01%
23
+8
424
$2.6K ﹤0.01%
133
-2
425
$2.58K ﹤0.01%
11
+4
15 16
17
18 19