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
351
$8.89K ﹤0.01%
95
+54
352
$8.83K ﹤0.01%
87
+26
353
$8.58K ﹤0.01%
440
+171
354
$8.55K ﹤0.01%
17
+4
355
$8.45K ﹤0.01%
357
+50
356
$8.4K ﹤0.01%
12
357
$8.33K ﹤0.01%
79
-19
358
$8.32K ﹤0.01%
21
-5
359
$8.25K ﹤0.01%
422
+4
360
$8.18K ﹤0.01%
20
+1
361
$8.16K ﹤0.01%
301
+36
362
$8.12K ﹤0.01%
+7,000
363
$8.09K ﹤0.01%
92
364
$8.04K ﹤0.01%
178
+164
365
$7.95K ﹤0.01%
56
+20
366
$7.93K ﹤0.01%
82
367
$7.9K ﹤0.01%
1,421
+12
368
$7.87K ﹤0.01%
810
+3
369
$7.84K ﹤0.01%
66
-41
370
$7.79K ﹤0.01%
168
-226
371
$7.71K ﹤0.01%
62
372
$7.7K ﹤0.01%
64
373
$7.68K ﹤0.01%
103
+17
374
$7.64K ﹤0.01%
106
-12
375
$7.61K ﹤0.01%
225
+25
13 14
15
16 17