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
176
$11.8K 0.01%
58
177
$11.3K 0.01%
26
+22
178
$11.1K 0.01%
28
179
$11K 0.01%
58
+52
180
$11K 0.01%
170
181
$10.7K 0.01%
137
+96
182
$10.7K 0.01%
574
-114
183
$10.5K 0.01%
416
+414
184
$10.5K 0.01%
60
+51
185
$10.4K 0.01%
51
+34
186
$10.1K 0.01%
424
+4
187
$9.92K 0.01%
57
+45
188
$9.13K 0.01%
+51
189
$9.06K 0.01%
46
190
$9.03K 0.01%
81
191
$8.9K 0.01%
37
192
$8.84K 0.01%
130
193
$8.61K 0.01%
17
194
$8.55K 0.01%
160
+145
195
$8.43K 0.01%
82
196
$8.42K 0.01%
+60
197
$8.39K 0.01%
201
-299
198
$8.28K 0.01%
127
-155
199
$8.24K 0.01%
+315
200
$8.21K 0.01%
446
-16
6 7
8
9 10