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
401
$10.4K ﹤0.01%
126
+64
402
$10.4K ﹤0.01%
+1,000
403
$10.4K ﹤0.01%
+350
404
$10.3K ﹤0.01%
42
+2
405
$10.3K ﹤0.01%
2,262
+1,068
406
$10.3K ﹤0.01%
+92
407
$10.2K ﹤0.01%
+600
408
$10.2K ﹤0.01%
+1,000
409
$10.1K ﹤0.01%
72
410
$10.1K ﹤0.01%
+1,000
411
$10.1K ﹤0.01%
927
+117
412
$10K ﹤0.01%
31
+20
413
$9.95K ﹤0.01%
832
414
$9.85K ﹤0.01%
5,000
-5,000
415
$9.79K ﹤0.01%
228
416
$9.78K ﹤0.01%
118
+6
417
$9.7K ﹤0.01%
28
+8
418
$9.69K ﹤0.01%
+3,000
419
$9.65K ﹤0.01%
+1,000
420
$9.63K ﹤0.01%
143
+64
421
$9.52K ﹤0.01%
1,421
422
$9.4K ﹤0.01%
578
-5
423
$9.39K ﹤0.01%
126
+96
424
$9.38K ﹤0.01%
103
425
$9.28K ﹤0.01%
67
+31
15 16
17
18 19