HWP

Highline Wealth Partners Portfolio holdings

AUM $372M
1-Year Est. Return 22.23%
This Quarter Est. Return
1 Year Est. Return
+22.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$306M
AUM Growth
+$6.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
674
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$3.26M
3
+$1.65M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.17M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$814K

Top Sells

1
+$7.9M
2
+$2.56M
3
+$1.3M
4
PFE icon
Pfizer
PFE
+$1.05M
5
EMR icon
Emerson Electric
EMR
+$633K

Sector Composition

1 Technology 20.21%
2 Financials 7.19%
3 Consumer Discretionary 7.16%
4 Communication Services 6.11%
5 Consumer Staples 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$53.3K 0.02%
576
+7
127
$52.7K 0.02%
233
+15
128
$51K 0.02%
81
+3
129
$50.1K 0.02%
583
-1,810
130
$48.8K 0.02%
676
-14
131
$48.1K 0.02%
527
-177
132
$46.4K 0.02%
88
+37
133
$45.3K 0.01%
355
+3
134
$44.7K 0.01%
395
+70
135
$43.6K 0.01%
489
+8
136
$42.4K 0.01%
1,216
-885
137
$41.6K 0.01%
359
-132
138
$41.5K 0.01%
480
+4
139
$41.2K 0.01%
466
140
$39.4K 0.01%
+1,000
141
$38.6K 0.01%
799
142
$37.2K 0.01%
539
143
$37.1K 0.01%
844
+510
144
$37K 0.01%
1,700
145
$36.7K 0.01%
+1,450
146
$35.8K 0.01%
144
+18
147
$35.5K 0.01%
599
+260
148
$35.3K 0.01%
1,160
-691
149
$34.8K 0.01%
45
+20
150
$33.4K 0.01%
413
4 5
6
7 8