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
251
$22.8K 0.01%
345
+138
252
$22.7K 0.01%
525
+27
253
$22.4K 0.01%
160
+1
254
$22.3K 0.01%
23
+14
255
$22.2K 0.01%
2,700
256
$22.2K 0.01%
227
+52
257
$22.1K 0.01%
67
+25
258
$22.1K 0.01%
98
+17
259
$22K 0.01%
842
+268
260
$21.9K 0.01%
1,050
261
$21.8K 0.01%
285
-700
262
$21.5K 0.01%
525
+300
263
$21.5K 0.01%
322
-30
264
$21.2K 0.01%
+2,000
265
$21.1K 0.01%
57
+36
266
$21K 0.01%
345
+1
267
$21K 0.01%
668
+351
268
$21K 0.01%
43
+12
269
$20.8K 0.01%
329
270
$20.4K 0.01%
+2,000
271
$20.3K 0.01%
146
+108
272
$20.3K 0.01%
63
+5
273
$20.3K 0.01%
750
+50
274
$20K 0.01%
376
+17
275
$20K 0.01%
670
9 10
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