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
126
$34.1K 0.02%
219
127
$32.8K 0.02%
+215
128
$30.1K 0.02%
+299
129
$29.4K 0.02%
1,400
130
$29K 0.02%
546
131
$28.2K 0.02%
407
+100
132
$28K 0.02%
289
+66
133
$27.9K 0.02%
555
+8
134
$25.4K 0.02%
364
135
$24.1K 0.01%
256
136
$23.9K 0.01%
185
+7
137
$22.9K 0.01%
+756
138
$22.3K 0.01%
97
+30
139
$21.9K 0.01%
+206
140
$19.6K 0.01%
109
-11
141
$19.5K 0.01%
+502
142
$19.4K 0.01%
+268
143
$19.4K 0.01%
99
144
$19K 0.01%
+345
145
$19K 0.01%
+367
146
$18.8K 0.01%
350
+128
147
$18.6K 0.01%
324
+128
148
$18.6K 0.01%
131
+87
149
$18.5K 0.01%
49
150
$18.3K 0.01%
+681
4 5
6
7 8