HWP

Highline Wealth Partners Portfolio holdings

AUM $355M
1-Year Est. Return 19.43%
This Quarter Est. Return
1 Year Est. Return
+19.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$265M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
594
New
Increased
Reduced
Closed

Top Buys

1
+$3.84M
2
+$2.71M
3
+$2.33M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.36M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$831K

Top Sells

1
+$4.75M
2
+$2.15M
3
+$733K
4
GXDW
Global X Funds Global X Dorsey Wright Thematic ETF
GXDW
+$603K
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$446K

Sector Composition

1 Technology 20.97%
2 Consumer Discretionary 6.45%
3 Financials 6.25%
4 Communication Services 6.08%
5 Healthcare 3.5%
Name Market Value Portfolio Weight Shares or Principal Change
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$0 ﹤0.01%
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