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
276
$14.3K ﹤0.01%
1,724
+100
277
$14.3K ﹤0.01%
750
278
$14.2K ﹤0.01%
106
+50
279
$14.1K ﹤0.01%
500
-17
280
$14K ﹤0.01%
209
+2
281
$14K ﹤0.01%
140
282
$13.8K ﹤0.01%
75
+25
283
$13.7K ﹤0.01%
49
+3
284
$13.6K ﹤0.01%
42
-3
285
$13.5K ﹤0.01%
458
+37
286
$13.3K ﹤0.01%
+1,000
287
$13.2K ﹤0.01%
4,267
+826
288
$13.1K ﹤0.01%
272
289
$13.1K ﹤0.01%
42
290
$13K ﹤0.01%
99
291
$13K ﹤0.01%
42
+10
292
$12.9K ﹤0.01%
842
+28
293
$12.9K ﹤0.01%
171
+3
294
$12.8K ﹤0.01%
848
+376
295
$12.8K ﹤0.01%
308
296
$12.6K ﹤0.01%
+94
297
$12.6K ﹤0.01%
94
+45
298
$12.6K ﹤0.01%
138
+2
299
$12.6K ﹤0.01%
574
-16
300
$12.5K ﹤0.01%
55
-1
10 11
12
13 14