HWP

Highline Wealth Partners Portfolio holdings

AUM $372M
1-Year Est. Return 22.18%
This Quarter Est. Return
1 Year Est. Return
+22.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$297M
AUM Growth
-$9.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,060
New
Increased
Reduced
Closed

Top Buys

1
+$2.71M
2
+$2.52M
3
+$2.41M
4
CLIP icon
Global X 1-3 Month T-Bill ETF
CLIP
+$1.33M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.17M

Top Sells

1
+$2.68M
2
+$1.99M
3
+$824K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$634K
5
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$550K

Sector Composition

1 Technology 18.23%
2 Financials 7.87%
3 Consumer Discretionary 5.91%
4 Communication Services 5.78%
5 Consumer Staples 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$4.91K ﹤0.01%
+43
427
$4.9K ﹤0.01%
6
428
$4.9K ﹤0.01%
+84
429
$4.89K ﹤0.01%
1,605
430
$4.88K ﹤0.01%
+32
431
$4.86K ﹤0.01%
+32
432
$4.82K ﹤0.01%
19
+8
433
$4.79K ﹤0.01%
29
+15
434
$4.76K ﹤0.01%
+47
435
$4.75K ﹤0.01%
51
+1
436
$4.72K ﹤0.01%
32
+8
437
$4.72K ﹤0.01%
+143
438
$4.72K ﹤0.01%
+14
439
$4.69K ﹤0.01%
130
+12
440
$4.69K ﹤0.01%
+63
441
$4.66K ﹤0.01%
134
+9
442
$4.65K ﹤0.01%
+390
443
$4.62K ﹤0.01%
+85
444
$4.61K ﹤0.01%
23
+13
445
$4.55K ﹤0.01%
+72
446
$4.53K ﹤0.01%
+86
447
$4.52K ﹤0.01%
208
+133
448
$4.49K ﹤0.01%
13
+5
449
$4.46K ﹤0.01%
62
-31
450
$4.45K ﹤0.01%
76
16 17
18
19 20