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
251
$16.9K 0.01%
58
+13
252
$16.9K 0.01%
128
+1
253
$16.7K ﹤0.01%
+300
254
$16.6K ﹤0.01%
508
+67
255
$16.4K ﹤0.01%
31
+6
256
$16.3K ﹤0.01%
61
+10
257
$16.2K ﹤0.01%
42
-6
258
$16.2K ﹤0.01%
236
+38
259
$15.9K ﹤0.01%
108
-77
260
$15.9K ﹤0.01%
117
261
$15.8K ﹤0.01%
280
+117
262
$15.7K ﹤0.01%
61
-2
263
$15.6K ﹤0.01%
+300
264
$15.5K ﹤0.01%
173
+9
265
$15.5K ﹤0.01%
301
-24
266
$15.5K ﹤0.01%
33
-17
267
$15.4K ﹤0.01%
21
+7
268
$15.2K ﹤0.01%
129
+18
269
$15.1K ﹤0.01%
203
+55
270
$15.1K ﹤0.01%
1,056
271
$15K ﹤0.01%
194
-23
272
$15K ﹤0.01%
260
+23
273
$14.7K ﹤0.01%
89
+57
274
$14.6K ﹤0.01%
323
275
$14.5K ﹤0.01%
300
-50
9 10
11
12 13