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
501
$1.34K ﹤0.01%
21
+14
502
$1.33K ﹤0.01%
+68
503
$1.29K ﹤0.01%
114
-43
504
$1.29K ﹤0.01%
37
505
$1.28K ﹤0.01%
5
+1
506
$1.27K ﹤0.01%
32
-12
507
$1.26K ﹤0.01%
+27
508
$1.24K ﹤0.01%
3
+2
509
$1.22K ﹤0.01%
1
510
$1.22K ﹤0.01%
12
-56
511
$1.19K ﹤0.01%
+2
512
$1.18K ﹤0.01%
2
513
$1.17K ﹤0.01%
17
514
$1.15K ﹤0.01%
3
-19
515
$1.15K ﹤0.01%
+97
516
$1.14K ﹤0.01%
+4
517
$1.09K ﹤0.01%
15
518
$1.08K ﹤0.01%
8
-19
519
$1.07K ﹤0.01%
12
+4
520
$1.07K ﹤0.01%
+11
521
$1.06K ﹤0.01%
+9
522
$1.06K ﹤0.01%
8
523
$1.06K ﹤0.01%
53
-4
524
$1.04K ﹤0.01%
18
-110
525
$1.03K ﹤0.01%
18
+2
19 20
21
22 23