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
451
$4.84K ﹤0.01%
+198
452
$4.82K ﹤0.01%
21
453
$4.75K ﹤0.01%
29
+8
454
$4.74K ﹤0.01%
76
455
$4.74K ﹤0.01%
151
+58
456
$4.74K ﹤0.01%
24
457
$4.71K ﹤0.01%
65
458
$4.69K ﹤0.01%
10
-6
459
$4.65K ﹤0.01%
84
460
$4.64K ﹤0.01%
29
+20
461
$4.64K ﹤0.01%
43
462
$4.63K ﹤0.01%
8
-2
463
$4.63K ﹤0.01%
158
+123
464
$4.61K ﹤0.01%
+9
465
$4.61K ﹤0.01%
32
466
$4.61K ﹤0.01%
79
-50
467
$4.61K ﹤0.01%
21
+3
468
$4.58K ﹤0.01%
199
469
$4.54K ﹤0.01%
37
+3
470
$4.53K ﹤0.01%
+57
471
$4.53K ﹤0.01%
91
+35
472
$4.43K ﹤0.01%
19
+5
473
$4.41K ﹤0.01%
130
474
$4.39K ﹤0.01%
+133
475
$4.34K ﹤0.01%
513
17 18
19
20 21