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
$136M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$3.74M
2
+$2.99M
3
+$2.44M
4
CDL icon
VictoryShares US Large Cap High Div Volatility Wtd ETF
CDL
+$2.19M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$2.13M

Top Sells

1
+$3.73M
2
+$2.86M
3
+$2.2M
4
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$1.84M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.1M

Sector Composition

1 Technology 13.47%
2 Financials 10.91%
3 Healthcare 7.63%
4 Consumer Discretionary 5.5%
5 Communication Services 4.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$83.3K 0.06%
+1,160
102
$82.3K 0.06%
1,457
103
$77.6K 0.06%
1,638
-1,208
104
$75.5K 0.06%
+1,532
105
$67.7K 0.05%
+1,308
106
$53.7K 0.04%
443
-438
107
$53.4K 0.04%
137
108
$53.3K 0.04%
302
+79
109
$45.7K 0.03%
4,687
110
$40.4K 0.03%
+825
111
$37.1K 0.03%
367
+285
112
$36.1K 0.03%
1,700
113
$33K 0.02%
735
114
$32.3K 0.02%
179
+150
115
$29.5K 0.02%
850
116
$29.3K 0.02%
403
117
$28.7K 0.02%
1,400
118
$26.5K 0.02%
280
119
$25.5K 0.02%
540
120
$24.8K 0.02%
256
121
$24.8K 0.02%
936
-70,210
122
$24.5K 0.02%
223
123
$24.1K 0.02%
178
+1
124
$23.7K 0.02%
179
-50
125
$22.9K 0.02%
168
+2
3 4
5
6 7