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
476
$4.34K ﹤0.01%
+395
477
$4.31K ﹤0.01%
25
-32
478
$4.3K ﹤0.01%
11
-13
479
$4.26K ﹤0.01%
46
480
$4.26K ﹤0.01%
77
481
$4.19K ﹤0.01%
17
+2
482
$4.19K ﹤0.01%
271
483
$4.19K ﹤0.01%
33
+13
484
$4.18K ﹤0.01%
20
485
$4.16K ﹤0.01%
69
486
$4.12K ﹤0.01%
+103
487
$4.12K ﹤0.01%
48
-57
488
$4.11K ﹤0.01%
67
-15
489
$4.09K ﹤0.01%
56
+18
490
$4.09K ﹤0.01%
143
491
$4.09K ﹤0.01%
33
492
$4.08K ﹤0.01%
195
+93
493
$4.06K ﹤0.01%
14
+1
494
$4.03K ﹤0.01%
96
+20
495
$4.02K ﹤0.01%
38
+3
496
$4.01K ﹤0.01%
+176
497
$4K ﹤0.01%
82
+11
498
$4K ﹤0.01%
15
-4
499
$3.98K ﹤0.01%
13
-4
500
$3.98K ﹤0.01%
38
18 19
20
21 22