HWP

Highline Wealth Partners Portfolio holdings

AUM $372M
1-Year Est. Return 22.18%
This Quarter Est. Return
1 Year Est. Return
+22.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$162M
AUM Growth
+$3.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
406
New
Increased
Reduced
Closed

Top Buys

1
+$6.47M
2
+$5.55M
3
+$3.38M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.35M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$664K

Top Sells

1
+$3.87M
2
+$3.06M
3
+$2.83M
4
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$1.97M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$1.64M

Sector Composition

1 Technology 19.28%
2 Financials 8.46%
3 Communication Services 6.17%
4 Consumer Discretionary 5.78%
5 Healthcare 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$88.8K 0.05%
3,329
-74,052
102
$87.1K 0.05%
260
103
$86.9K 0.05%
786
-682
104
$84.2K 0.05%
3,614
105
$83.6K 0.05%
1,480
106
$72.9K 0.05%
3,177
-123,447
107
$70.9K 0.04%
139
108
$64.8K 0.04%
+1,080
109
$63.1K 0.04%
1,278
-604
110
$60.5K 0.04%
+644
111
$60.3K 0.04%
447
+1
112
$57.1K 0.04%
339
+3
113
$53.1K 0.03%
563
+283
114
$52.9K 0.03%
1,019
115
$46.4K 0.03%
850
116
$43.8K 0.03%
+1,076
117
$43.2K 0.03%
+501
118
$43.2K 0.03%
2,544
119
$43K 0.03%
+326
120
$42.5K 0.03%
735
121
$40.4K 0.02%
403
122
$40.3K 0.02%
+823
123
$38.3K 0.02%
1,700
124
$36.4K 0.02%
+400
125
$35.1K 0.02%
1,281
+9
3 4
5
6 7