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
151
$32.9K 0.01%
117
+3
152
$32K 0.01%
1,362
-401
153
$31.2K 0.01%
74
+16
154
$30.4K 0.01%
1,147
-39,454
155
$29.4K 0.01%
703
-136
156
$29.3K 0.01%
345
+2
157
$28.7K 0.01%
336
+48
158
$27.3K 0.01%
140
-12
159
$27.3K 0.01%
+1,000
160
$27.1K 0.01%
205
161
$27.1K 0.01%
225
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162
$26.2K 0.01%
71
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163
$26.2K 0.01%
103
+17
164
$25.2K 0.01%
756
165
$25.1K 0.01%
298
+43
166
$24.9K 0.01%
531
+17
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$24.4K 0.01%
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168
$24.4K 0.01%
185
169
$24K 0.01%
166
-27
170
$24K 0.01%
158
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171
$23.7K 0.01%
297
-3
172
$23.2K 0.01%
307
+32
173
$22.5K 0.01%
115
-3
174
$22.2K 0.01%
63
+5
175
$22.1K 0.01%
100
5 6
7
8 9