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
476
$7.34K ﹤0.01%
200
477
$7.29K ﹤0.01%
+128
478
$7.28K ﹤0.01%
74
+44
479
$7.19K ﹤0.01%
107
+1
480
$7.13K ﹤0.01%
36
481
$7.11K ﹤0.01%
22
482
$7.09K ﹤0.01%
98
483
$7.06K ﹤0.01%
+600
484
$7.03K ﹤0.01%
634
485
$6.97K ﹤0.01%
+700
486
$6.97K ﹤0.01%
+550
487
$6.94K ﹤0.01%
11
+5
488
$6.92K ﹤0.01%
26
489
$6.91K ﹤0.01%
101
490
$6.91K ﹤0.01%
103
-233
491
$6.89K ﹤0.01%
158
492
$6.87K ﹤0.01%
72
+47
493
$6.87K ﹤0.01%
141
+11
494
$6.87K ﹤0.01%
95
+45
495
$6.84K ﹤0.01%
76
+46
496
$6.79K ﹤0.01%
14
+9
497
$6.74K ﹤0.01%
51
+20
498
$6.72K ﹤0.01%
56
499
$6.71K ﹤0.01%
265
-36
500
$6.7K ﹤0.01%
7
18 19
20
21 22