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
$159M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
355
New
Increased
Reduced
Closed

Top Buys

1 +$699K
2 +$562K
3 +$440K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$355K
5
BILS icon
SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
+$300K

Sector Composition

1 Technology 20.66%
2 Financials 8.76%
3 Consumer Discretionary 6.04%
4 Communication Services 5.86%
5 Healthcare 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$23.7K 0.01%
178
127
$22.4K 0.01%
307
128
$20.4K 0.01%
500
129
$20K 0.01%
99
+1
130
$19.9K 0.01%
49
131
$19.8K 0.01%
79
132
$19.2K 0.01%
120
+2
133
$19.1K 0.01%
282
+2
134
$18.4K 0.01%
225
135
$17.4K 0.01%
204
136
$17.3K 0.01%
36
137
$16.4K 0.01%
480
138
$16.3K 0.01%
791
+9
139
$15.9K 0.01%
67
140
$15.1K 0.01%
181
141
$14.9K 0.01%
91
142
$14.5K 0.01%
196
143
$14.4K 0.01%
170
144
$14.2K 0.01%
+150
145
$14.1K 0.01%
212
-5
146
$14.1K 0.01%
688
-172
147
$13.5K 0.01%
126
148
$13.2K 0.01%
27
149
$13.1K 0.01%
63
150
$13K 0.01%
154