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
426
$2.48K ﹤0.01%
23
+14
427
$2.46K ﹤0.01%
13
-68
428
$2.44K ﹤0.01%
33
-160
429
$2.43K ﹤0.01%
14
+2
430
$2.41K ﹤0.01%
4
431
$2.4K ﹤0.01%
8
+4
432
$2.38K ﹤0.01%
17
433
$2.37K ﹤0.01%
+69
434
$2.37K ﹤0.01%
56
+24
435
$2.35K ﹤0.01%
20
436
$2.34K ﹤0.01%
17
+13
437
$2.31K ﹤0.01%
14
438
$2.3K ﹤0.01%
+75
439
$2.3K ﹤0.01%
64
+40
440
$2.3K ﹤0.01%
34
+26
441
$2.29K ﹤0.01%
14
-10
442
$2.25K ﹤0.01%
54
443
$2.24K ﹤0.01%
230
-60
444
$2.22K ﹤0.01%
71
-16
445
$2.21K ﹤0.01%
11
+7
446
$2.21K ﹤0.01%
7
+6
447
$2.2K ﹤0.01%
26
+17
448
$2.18K ﹤0.01%
40
-44
449
$2.13K ﹤0.01%
161
-82
450
$2.11K ﹤0.01%
78
-55
16 17
18
19 20