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
301
$12.5K ﹤0.01%
113
302
$12.4K ﹤0.01%
285
+39
303
$12.2K ﹤0.01%
+200
304
$12.1K ﹤0.01%
207
+40
305
$12.1K ﹤0.01%
165
-9
306
$12.1K ﹤0.01%
39
+17
307
$11.5K ﹤0.01%
48
-15
308
$11.5K ﹤0.01%
267
+76
309
$11.5K ﹤0.01%
+125
310
$11.4K ﹤0.01%
127
311
$11.4K ﹤0.01%
135
+2
312
$11.4K ﹤0.01%
52
-4
313
$11.3K ﹤0.01%
+84
314
$11.3K ﹤0.01%
317
-76
315
$11.3K ﹤0.01%
107
+23
316
$11.3K ﹤0.01%
149
+47
317
$11.2K ﹤0.01%
342
-68
318
$11.1K ﹤0.01%
+3,000
319
$10.9K ﹤0.01%
+10,000
320
$10.8K ﹤0.01%
583
+48
321
$10.6K ﹤0.01%
78
322
$10.6K ﹤0.01%
+500
323
$10.6K ﹤0.01%
26
-3
324
$10.4K ﹤0.01%
42
+1
325
$10.3K ﹤0.01%
100
+8
11 12
13
14 15