HWP

Highline Wealth Partners Portfolio holdings

AUM $355M
1-Year Est. Return 19.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.45%
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
+$5.25M
2
+$3.31M
3
+$1.69M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.18M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$855K

Top Sells

1
+$7.92M
2
+$2.54M
3
+$1.35M
4
PFE icon
Pfizer
PFE
+$1.07M
5
EMR icon
Emerson Electric
EMR
+$616K

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
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