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
376
$7.6K ﹤0.01%
5
377
$7.58K ﹤0.01%
79
+12
378
$7.51K ﹤0.01%
24
-4
379
$7.42K ﹤0.01%
50
+7
380
$7.36K ﹤0.01%
158
+27
381
$7.34K ﹤0.01%
213
382
$7.31K ﹤0.01%
7
+1
383
$7.24K ﹤0.01%
+76
384
$7.21K ﹤0.01%
9
-6
385
$7.17K ﹤0.01%
+137
386
$7.05K ﹤0.01%
96
+63
387
$7.02K ﹤0.01%
2,914
+1,113
388
$7.01K ﹤0.01%
26
+7
389
$7K ﹤0.01%
36
+6
390
$6.94K ﹤0.01%
80
391
$6.94K ﹤0.01%
79
392
$6.93K ﹤0.01%
31
-20
393
$6.87K ﹤0.01%
20
-5
394
$6.87K ﹤0.01%
49
-14
395
$6.8K ﹤0.01%
165
+31
396
$6.78K ﹤0.01%
22
+13
397
$6.62K ﹤0.01%
+40
398
$6.59K ﹤0.01%
34
+7
399
$6.55K ﹤0.01%
634
+472
400
$6.54K ﹤0.01%
26
+14
14 15
16
17 18