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
201
$14.9K ﹤0.01%
89
+22
202
$14.8K ﹤0.01%
462
+52
203
$14.4K ﹤0.01%
62
+19
204
$14.3K ﹤0.01%
350
205
$14.2K ﹤0.01%
160
206
$14.1K ﹤0.01%
124
+9
207
$14.1K ﹤0.01%
95
+32
208
$13.8K ﹤0.01%
59
-43
209
$13.8K ﹤0.01%
+100
210
$13.7K ﹤0.01%
323
211
$13.5K ﹤0.01%
76
-5
212
$13.5K ﹤0.01%
169
-136
213
$13.1K ﹤0.01%
57
-5
214
$12.8K ﹤0.01%
143
+13
215
$12.6K ﹤0.01%
70
216
$12.6K ﹤0.01%
100
+25
217
$12.6K ﹤0.01%
339
218
$12.5K ﹤0.01%
500
219
$12.4K ﹤0.01%
113
220
$12.3K ﹤0.01%
954
-149
221
$12.2K ﹤0.01%
174
+32
222
$12.2K ﹤0.01%
308
+2
223
$12K ﹤0.01%
222
+67
224
$12K ﹤0.01%
27
-46
225
$12K ﹤0.01%
23
+17
7 8
9
10 11