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
351
$13.9K ﹤0.01%
122
+62
352
$13.9K ﹤0.01%
310
+25
353
$13.8K ﹤0.01%
45
+19
354
$13.7K ﹤0.01%
230
-6
355
$13.7K ﹤0.01%
+1,200
356
$13.6K ﹤0.01%
95
357
$13.6K ﹤0.01%
93
358
$13.4K ﹤0.01%
94
359
$13.4K ﹤0.01%
92
-18
360
$13.4K ﹤0.01%
+1,000
361
$13.3K ﹤0.01%
49
362
$13.2K ﹤0.01%
204
+127
363
$13.2K ﹤0.01%
10
+5
364
$13.2K ﹤0.01%
+1,500
365
$12.9K ﹤0.01%
196
+117
366
$12.9K ﹤0.01%
14
367
$12.7K ﹤0.01%
+1,390
368
$12.7K ﹤0.01%
40
+1
369
$12.7K ﹤0.01%
543
+103
370
$12.6K ﹤0.01%
+2,174
371
$12.6K ﹤0.01%
153
+4
372
$12.6K ﹤0.01%
+1,000
373
$12.4K ﹤0.01%
13
+10
374
$12.3K ﹤0.01%
+550
375
$12.2K ﹤0.01%
+500
13 14
15
16 17