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
426
$5.48K ﹤0.01%
309
+32
427
$5.42K ﹤0.01%
302
+50
428
$5.41K ﹤0.01%
60
429
$5.38K ﹤0.01%
42
430
$5.37K ﹤0.01%
7
431
$5.36K ﹤0.01%
14
+1
432
$5.31K ﹤0.01%
68
+37
433
$5.3K ﹤0.01%
+5,000
434
$5.29K ﹤0.01%
18
-4
435
$5.28K ﹤0.01%
+221
436
$5.27K ﹤0.01%
32
437
$5.22K ﹤0.01%
52
438
$5.21K ﹤0.01%
+83
439
$5.16K ﹤0.01%
62
440
$5.12K ﹤0.01%
38
+31
441
$5.09K ﹤0.01%
46
+3
442
$5.09K ﹤0.01%
67
443
$5.08K ﹤0.01%
1,194
+361
444
$4.98K ﹤0.01%
130
-98
445
$4.96K ﹤0.01%
41
-65
446
$4.95K ﹤0.01%
79
+33
447
$4.94K ﹤0.01%
152
448
$4.9K ﹤0.01%
12
-4
449
$4.85K ﹤0.01%
31
+2
450
$4.85K ﹤0.01%
91
16 17
18
19 20