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
151
$18.3K 0.01%
+264
152
$18.2K 0.01%
79
153
$18.2K 0.01%
36
154
$18K 0.01%
+263
155
$17.9K 0.01%
97
+34
156
$17.6K 0.01%
118
+49
157
$16.8K 0.01%
225
158
$16.8K 0.01%
206
+2
159
$16.4K 0.01%
795
+4
160
$14.8K 0.01%
126
161
$14.8K 0.01%
480
162
$14.4K 0.01%
154
163
$14.3K 0.01%
92
+1
164
$13.8K 0.01%
27
165
$13.7K 0.01%
181
166
$13.6K 0.01%
+130
167
$13.6K 0.01%
+110
168
$13.6K 0.01%
48
+26
169
$13.5K 0.01%
44
+32
170
$13.3K 0.01%
+135
171
$12.9K 0.01%
220
+8
172
$12.2K 0.01%
175
173
$12.1K 0.01%
+118
174
$11.9K 0.01%
+220
175
$11.8K 0.01%
186
5 6
7
8 9