HWP

Highline Wealth Partners Portfolio holdings

AUM $355M
1-Year Est. Return 19.43%
This Quarter Est. Return
1 Year Est. Return
+19.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$338M
AUM Growth
+$40.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,100
New
Increased
Reduced
Closed

Top Buys

1
+$5.6M
2
+$2.36M
3
+$1.91M
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$1.45M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.16M

Top Sells

1
+$2.3M
2
+$1.79M
3
+$913K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$913K
5
AAPL icon
Apple
AAPL
+$399K

Sector Composition

1 Technology 20%
2 Financials 7.61%
3 Communication Services 6.21%
4 Consumer Discretionary 5.82%
5 Consumer Staples 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$20.1K 0.01%
382
+15
227
$19.9K 0.01%
24
+4
228
$19.8K 0.01%
+450
229
$19.5K 0.01%
197
+106
230
$19.1K 0.01%
43
+1
231
$19.1K 0.01%
498
+23
232
$18.8K 0.01%
175
-50
233
$18.4K 0.01%
130
-22
234
$18.4K 0.01%
+700
235
$18.3K 0.01%
119
236
$18.3K 0.01%
1,333
+44
237
$18.2K 0.01%
57
238
$18.1K 0.01%
81
-8
239
$18K 0.01%
92
240
$18K 0.01%
502
241
$17.7K 0.01%
203
242
$17.6K 0.01%
388
+132
243
$17.4K 0.01%
3
244
$17.3K 0.01%
34
+11
245
$17.3K 0.01%
+5,000
246
$17.3K 0.01%
140
+11
247
$17.2K 0.01%
129
+30
248
$17K 0.01%
57
-12
249
$17K 0.01%
359
250
$17K 0.01%
344
+50
8 9
10
11 12