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
476
$4.01K ﹤0.01%
26
+9
477
$4K ﹤0.01%
+46
478
$3.99K ﹤0.01%
10
-3
479
$3.98K ﹤0.01%
15
+10
480
$3.96K ﹤0.01%
56
+22
481
$3.95K ﹤0.01%
+34
482
$3.94K ﹤0.01%
+52
483
$3.93K ﹤0.01%
13
+1
484
$3.9K ﹤0.01%
21
485
$3.89K ﹤0.01%
20
486
$3.88K ﹤0.01%
269
+155
487
$3.85K ﹤0.01%
7
+5
488
$3.84K ﹤0.01%
53
+20
489
$3.81K ﹤0.01%
1
490
$3.77K ﹤0.01%
1,232
491
$3.76K ﹤0.01%
+154
492
$3.76K ﹤0.01%
148
+70
493
$3.75K ﹤0.01%
+20
494
$3.74K ﹤0.01%
41
+17
495
$3.74K ﹤0.01%
+176
496
$3.73K ﹤0.01%
+129
497
$3.72K ﹤0.01%
+42
498
$3.71K ﹤0.01%
36
-9
499
$3.71K ﹤0.01%
+33
500
$3.68K ﹤0.01%
+379
18 19
20
21 22