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
476
$1.62K ﹤0.01%
9
+6
477
$1.62K ﹤0.01%
+5
478
$1.6K ﹤0.01%
75
-598
479
$1.59K ﹤0.01%
27
+4
480
$1.59K ﹤0.01%
47
+7
481
$1.57K ﹤0.01%
51
-23
482
$1.56K ﹤0.01%
20
-6
483
$1.56K ﹤0.01%
53
-21
484
$1.55K ﹤0.01%
20
+11
485
$1.55K ﹤0.01%
13
486
$1.54K ﹤0.01%
11
+3
487
$1.51K ﹤0.01%
50
-1
488
$1.44K ﹤0.01%
7
+5
489
$1.44K ﹤0.01%
3
490
$1.4K ﹤0.01%
6
491
$1.39K ﹤0.01%
4
492
$1.39K ﹤0.01%
+23
493
$1.39K ﹤0.01%
+23
494
$1.38K ﹤0.01%
24
+19
495
$1.36K ﹤0.01%
27
-10
496
$1.36K ﹤0.01%
7
497
$1.35K ﹤0.01%
36
498
$1.35K ﹤0.01%
276
+216
499
$1.35K ﹤0.01%
6
+4
500
$1.34K ﹤0.01%
12
+7
18 19
20
21 22