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
426
$9.21K ﹤0.01%
92
427
$9.13K ﹤0.01%
+700
428
$9.12K ﹤0.01%
12
429
$9.09K ﹤0.01%
69
+21
430
$9.07K ﹤0.01%
13
+6
431
$8.99K ﹤0.01%
64
432
$8.97K ﹤0.01%
66
433
$8.97K ﹤0.01%
178
434
$8.94K ﹤0.01%
79
435
$8.92K ﹤0.01%
795
+400
436
$8.82K ﹤0.01%
79
437
$8.8K ﹤0.01%
35
-7
438
$8.7K ﹤0.01%
+2,000
439
$8.68K ﹤0.01%
+500
440
$8.61K ﹤0.01%
46
+29
441
$8.58K ﹤0.01%
87
-13
442
$8.53K ﹤0.01%
+1,000
443
$8.4K ﹤0.01%
213
444
$8.36K ﹤0.01%
27
-30
445
$8.28K ﹤0.01%
41
+20
446
$8.26K ﹤0.01%
+800
447
$8.18K ﹤0.01%
+700
448
$8.16K ﹤0.01%
+650
449
$8.16K ﹤0.01%
+265
450
$8.14K ﹤0.01%
422
16 17
18
19 20