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
$206M
AUM Growth
+$44.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
444
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$8.04M
3
+$3.23M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$2.97M
5
DLR icon
Digital Realty Trust
DLR
+$2.14M

Top Sells

1
+$5.55M
2
+$5.44M
3
+$1.06M
4
CDL icon
VictoryShares US Large Cap High Div Volatility Wtd ETF
CDL
+$1.04M
5
C icon
Citigroup
C
+$960K

Sector Composition

1 Technology 19.21%
2 Financials 7.02%
3 Consumer Discretionary 6.35%
4 Communication Services 5.73%
5 Healthcare 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$15.5K 0.01%
111
+1
177
$15.5K 0.01%
+70
178
$14.5K 0.01%
+125
179
$14.1K 0.01%
58
180
$13.8K 0.01%
170
181
$13.5K 0.01%
220
182
$13.4K 0.01%
120
+70
183
$13.3K 0.01%
186
184
$13.2K 0.01%
262
-88
185
$13.2K 0.01%
63
-34
186
$12.6K 0.01%
126
187
$12.6K 0.01%
220
188
$12.6K 0.01%
175
189
$12.6K 0.01%
74
+45
190
$12.4K 0.01%
118
191
$12.1K 0.01%
135
192
$12.1K 0.01%
82
193
$11.9K 0.01%
28
194
$11.9K 0.01%
196
-128
195
$11.3K 0.01%
81
196
$11.2K 0.01%
200
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197
$11.2K 0.01%
127
+77
198
$11.1K 0.01%
130
199
$10.9K 0.01%
46
200
$10.7K 0.01%
69
-49
6 7
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