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
176
$21.9K 0.01%
198
+41
177
$21.8K 0.01%
+300
178
$21.7K 0.01%
243
+10
179
$21.6K 0.01%
112
+23
180
$21.1K 0.01%
708
+38
181
$21.1K 0.01%
148
+5
182
$19.9K 0.01%
164
+89
183
$19.8K 0.01%
92
-10
184
$19.8K 0.01%
903
-10
185
$18.8K 0.01%
825
+397
186
$18.8K 0.01%
262
+35
187
$18.7K 0.01%
313
-197
188
$18.2K 0.01%
565
-66
189
$18.2K 0.01%
92
+1
190
$18.2K 0.01%
94
+7
191
$18K 0.01%
242
+150
192
$16.9K 0.01%
299
+97
193
$16.8K 0.01%
133
+52
194
$16.4K 0.01%
127
+1
195
$16.3K 0.01%
+700
196
$15.7K 0.01%
453
+87
197
$15.2K 0.01%
318
+77
198
$15.2K 0.01%
88
+36
199
$15.1K ﹤0.01%
46
+13
200
$15K ﹤0.01%
61
+9
6 7
8
9 10