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
451
$2.11K ﹤0.01%
3
+1
452
$2.1K ﹤0.01%
104
+56
453
$2.1K ﹤0.01%
24
+21
454
$2.09K ﹤0.01%
13
455
$2.07K ﹤0.01%
4
+2
456
$2.03K ﹤0.01%
16
-7
457
$2K ﹤0.01%
22
-9
458
$1.96K ﹤0.01%
20
+10
459
$1.96K ﹤0.01%
31
+17
460
$1.95K ﹤0.01%
37
+19
461
$1.88K ﹤0.01%
20
462
$1.87K ﹤0.01%
24
-38
463
$1.84K ﹤0.01%
86
464
$1.8K ﹤0.01%
7
+4
465
$1.79K ﹤0.01%
+85
466
$1.78K ﹤0.01%
+10
467
$1.76K ﹤0.01%
75
+42
468
$1.76K ﹤0.01%
33
-80
469
$1.71K ﹤0.01%
5
+3
470
$1.68K ﹤0.01%
16
+8
471
$1.67K ﹤0.01%
115
472
$1.65K ﹤0.01%
6
+3
473
$1.64K ﹤0.01%
12
+4
474
$1.64K ﹤0.01%
12
-13
475
$1.62K ﹤0.01%
21
+10
17 18
19
20 21