HWP

Highline Wealth Partners Portfolio holdings

AUM $355M
1-Year Est. Return 19.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$245M
AUM Growth
+$38.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
464
New
Increased
Reduced
Closed

Top Buys

1
+$7.62M
2
+$3.33M
3
+$2.17M
4
BITB icon
Bitwise Bitcoin ETF
BITB
+$1.83M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.53M

Top Sells

1
+$1.79M
2
+$1.27M
3
+$507K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$391K
5
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$353K

Sector Composition

1 Technology 20.11%
2 Financials 6.5%
3 Communication Services 5.88%
4 Consumer Discretionary 5.85%
5 Healthcare 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1.35K ﹤0.01%
20
352
$1.35K ﹤0.01%
11
353
$1.33K ﹤0.01%
4
354
$1.33K ﹤0.01%
1
355
$1.31K ﹤0.01%
23
356
$1.25K ﹤0.01%
12
357
$1.25K ﹤0.01%
7
358
$1.24K ﹤0.01%
6
359
$1.23K ﹤0.01%
1
360
$1.23K ﹤0.01%
15
-2,948
361
$1.23K ﹤0.01%
2
362
$1.23K ﹤0.01%
37
363
$1.19K ﹤0.01%
9
364
$1.18K ﹤0.01%
15
365
$1.16K ﹤0.01%
+30
366
$1.16K ﹤0.01%
17
367
$1.16K ﹤0.01%
12
368
$1.12K ﹤0.01%
5
369
$1.11K ﹤0.01%
2
370
$1.07K ﹤0.01%
18
371
$1.06K ﹤0.01%
+42
372
$1.06K ﹤0.01%
23
373
$1.01K ﹤0.01%
7
374
$1.01K ﹤0.01%
34
375
$934 ﹤0.01%
10
13 14
15
16 17