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
$245M
AUM Growth
+$38.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
463
New
Increased
Reduced
Closed

Top Buys

1
+$7.65M
2
+$3.53M
3
+$2.38M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.28M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.58M

Top Sells

1
+$1.88M
2
+$1.8M
3
+$1.27M
4
GXDW
Global X Funds Global X Dorsey Wright Thematic ETF
GXDW
+$522K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$418K

Sector Composition

1 Technology 20.11%
2 Financials 6.5%
3 Communication Services 5.88%
4 Consumer Discretionary 5.85%
5 Healthcare 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$18.6K 0.01%
+173
177
$17.8K 0.01%
36
178
$17.8K 0.01%
481
+1
179
$17.6K 0.01%
130
180
$17.4K 0.01%
58
181
$17.4K 0.01%
90
182
$17.2K 0.01%
130
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183
$16.6K 0.01%
225
184
$16.3K 0.01%
103
-56
185
$16.1K 0.01%
63
+17
186
$16.1K 0.01%
111
187
$15.7K 0.01%
348
+3
188
$15.7K 0.01%
125
189
$15.3K 0.01%
130
190
$15.2K 0.01%
137
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191
$14.8K 0.01%
82
192
$14.8K 0.01%
127
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193
$14.7K 0.01%
220
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195
$14.3K 0.01%
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196
$14K 0.01%
245
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197
$13.8K 0.01%
80
-1
198
$13.7K 0.01%
+145
199
$13.6K 0.01%
27
200
$13.6K 0.01%
220
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