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

Top Buys

1
+$3.72M
2
+$3M
3
+$2.44M
4
CDL icon
VictoryShares US Large Cap High Div Volatility Wtd ETF
CDL
+$2.23M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$2.15M

Top Sells

1
+$3.72M
2
+$2.86M
3
+$2.3M
4
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$1.86M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.09M

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
126
$22.9K 0.02%
168
+2
127
$20.6K 0.02%
48
128
$20.5K 0.02%
307
129
$20.4K 0.02%
170
+100
130
$20K 0.01%
225
131
$18.3K 0.01%
62
+1
132
$17.8K 0.01%
280
+1
133
$17.7K 0.01%
783
-373
134
$17.4K 0.01%
79
135
$17K 0.01%
32
136
$16.8K 0.01%
+420
137
$16.2K 0.01%
+346
138
$16.1K 0.01%
192
139
$15.9K 0.01%
74
140
$15.1K 0.01%
212
+150
141
$14.9K 0.01%
181
142
$14.9K 0.01%
480
143
$14.7K 0.01%
82
+5
144
$13.9K 0.01%
126
+3
145
$13.8K 0.01%
684
-137
146
$13K 0.01%
+285
147
$12.7K 0.01%
61
148
$12.6K 0.01%
270
149
$12.4K 0.01%
105
+72
150
$12.3K 0.01%
76
4 5
6
7 8