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 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
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$15.9K 0.01%
74
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$15.1K 0.01%
212
+150
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$14.9K 0.01%
181
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$14.9K 0.01%
480
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$14.7K 0.01%
82
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$13.9K 0.01%
126
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145
$13.8K 0.01%
684
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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