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
$146M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$6.8M
2
+$1.12M
3
+$657K
4
AAPL icon
Apple
AAPL
+$551K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$292K

Top Sells

1
+$2.29M
2
+$1.86M
3
+$1.32M
4
IHF icon
iShares US Healthcare Providers ETF
IHF
+$1.12M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$802K

Sector Composition

1 Technology 17.51%
2 Financials 9.34%
3 Healthcare 6.37%
4 Consumer Discretionary 5.92%
5 Communication Services 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.33K ﹤0.01%
10
+2
252
$1.29K ﹤0.01%
20
253
$1.26K ﹤0.01%
4
254
$1.26K ﹤0.01%
11
255
$1.25K ﹤0.01%
6
256
$1.25K ﹤0.01%
3
257
$1.2K ﹤0.01%
16
-4
258
$1.2K ﹤0.01%
3
259
$1.19K ﹤0.01%
124
+83
260
$1.18K ﹤0.01%
6
261
$1.17K ﹤0.01%
6
-4
262
$1.14K ﹤0.01%
23
263
$1.11K ﹤0.01%
34
264
$1.1K ﹤0.01%
+13
265
$1.08K ﹤0.01%
9
266
$1.06K ﹤0.01%
20
267
$999 ﹤0.01%
6
268
$984 ﹤0.01%
+7
269
$972 ﹤0.01%
18
+4
270
$948 ﹤0.01%
10
271
$939 ﹤0.01%
25
272
$935 ﹤0.01%
7
273
$927 ﹤0.01%
12
274
$914 ﹤0.01%
4
275
$895 ﹤0.01%
5
9 10
11
12 13