HWP

Highline Wealth Partners Portfolio holdings

AUM $391M
1-Year Est. Return 20%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$372M
AUM Growth
+$33.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,139
New
Increased
Reduced
Closed

Top Buys

1
+$5.63M
2
+$2.21M
3
+$887K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$882K
5
FRDM icon
Freedom 100 Emerging Markets ETF
FRDM
+$734K

Top Sells

1
+$3.01M
2
+$2.97M
3
+$605K
4
DLR icon
Digital Realty Trust
DLR
+$385K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$305K

Sector Composition

1 Technology 21.46%
2 Financials 7.52%
3 Communication Services 6.35%
4 Consumer Discretionary 5.98%
5 Consumer Staples 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$27.1K 0.01%
115
+2
227
$26.9K 0.01%
609
228
$26.9K 0.01%
166
+36
229
$26.5K 0.01%
305
-181
230
$25.7K 0.01%
95
+1
231
$25.7K 0.01%
849
-9
232
$25.5K 0.01%
143
+24
233
$25.4K 0.01%
337
+18
234
$25.4K 0.01%
+350
235
$25.2K 0.01%
117
-13
236
$25K 0.01%
116
+1
237
$24.9K 0.01%
96
+4
238
$24.7K 0.01%
52
+19
239
$24.7K 0.01%
969
+56
240
$24.6K 0.01%
+1,570
241
$24.4K 0.01%
51
+27
242
$24.2K 0.01%
273
243
$24K 0.01%
300
+198
244
$23.9K 0.01%
+350
245
$23.8K 0.01%
212
+9
246
$23.5K 0.01%
181
+52
247
$23.2K 0.01%
+650
248
$23K 0.01%
674
+40
249
$23K 0.01%
186
+57
250
$22.8K 0.01%
240
+232
8 9
10
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