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
401
$6.52K ﹤0.01%
750
-19
402
$6.5K ﹤0.01%
206
403
$6.47K ﹤0.01%
22
404
$6.47K ﹤0.01%
29
+4
405
$6.43K ﹤0.01%
+101
406
$6.43K ﹤0.01%
12
-2
407
$6.42K ﹤0.01%
110
+28
408
$6.34K ﹤0.01%
+200
409
$6.26K ﹤0.01%
60
-68
410
$6.25K ﹤0.01%
37
411
$6.04K ﹤0.01%
+56
412
$5.96K ﹤0.01%
266
-160
413
$5.95K ﹤0.01%
17
+2
414
$5.88K ﹤0.01%
228
+32
415
$5.81K ﹤0.01%
26
-2
416
$5.8K ﹤0.01%
986
+202
417
$5.77K ﹤0.01%
50
418
$5.76K ﹤0.01%
47
419
$5.75K ﹤0.01%
102
420
$5.73K ﹤0.01%
102
+34
421
$5.68K ﹤0.01%
29
+15
422
$5.55K ﹤0.01%
54
+25
423
$5.55K ﹤0.01%
725
+103
424
$5.52K ﹤0.01%
390
425
$5.5K ﹤0.01%
13
-3
15 16
17
18 19