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
376
$12.2K ﹤0.01%
84
377
$12.2K ﹤0.01%
267
378
$12.2K ﹤0.01%
+1,000
379
$12K ﹤0.01%
+3,000
380
$11.9K ﹤0.01%
127
381
$11.8K ﹤0.01%
52
382
$11.8K ﹤0.01%
107
383
$11.8K ﹤0.01%
368
+217
384
$11.8K ﹤0.01%
40
-2
385
$11.7K ﹤0.01%
163
+107
386
$11.7K ﹤0.01%
1,694
387
$11.6K ﹤0.01%
49
+1
388
$11.5K ﹤0.01%
135
389
$11.3K ﹤0.01%
889
+172
390
$11.3K ﹤0.01%
48
+5
391
$11.3K ﹤0.01%
+1,500
392
$11.1K ﹤0.01%
99
+58
393
$11K ﹤0.01%
+1,000
394
$10.9K ﹤0.01%
+1,000
395
$10.9K ﹤0.01%
51
+22
396
$10.9K ﹤0.01%
31
+9
397
$10.9K ﹤0.01%
+2,150
398
$10.8K ﹤0.01%
55
399
$10.7K ﹤0.01%
5,000
400
$10.5K ﹤0.01%
148
14 15
16
17 18