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
501
$3.97K ﹤0.01%
30
+10
502
$3.94K ﹤0.01%
37
-8
503
$3.93K ﹤0.01%
9
504
$3.92K ﹤0.01%
34
505
$3.92K ﹤0.01%
132
-105
506
$3.88K ﹤0.01%
28
-11
507
$3.88K ﹤0.01%
80
-34
508
$3.87K ﹤0.01%
+55
509
$3.86K ﹤0.01%
71
510
$3.85K ﹤0.01%
45
+24
511
$3.81K ﹤0.01%
56
512
$3.8K ﹤0.01%
29
513
$3.8K ﹤0.01%
116
+6
514
$3.79K ﹤0.01%
85
+1
515
$3.79K ﹤0.01%
36
-6
516
$3.77K ﹤0.01%
118
+42
517
$3.76K ﹤0.01%
66
-1
518
$3.74K ﹤0.01%
113
-9
519
$3.73K ﹤0.01%
52
520
$3.71K ﹤0.01%
1
521
$3.64K ﹤0.01%
66
522
$3.62K ﹤0.01%
22
523
$3.58K ﹤0.01%
44
+34
524
$3.58K ﹤0.01%
18
525
$3.57K ﹤0.01%
21
19 20
21
22 23