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
501
$6.69K ﹤0.01%
+500
502
$6.68K ﹤0.01%
148
-20
503
$6.66K ﹤0.01%
34
504
$6.64K ﹤0.01%
+700
505
$6.61K ﹤0.01%
+1,000
506
$6.58K ﹤0.01%
+51
507
$6.56K ﹤0.01%
+400
508
$6.51K ﹤0.01%
71
-69
509
$6.48K ﹤0.01%
78
-4
510
$6.47K ﹤0.01%
32
+3
511
$6.39K ﹤0.01%
+500
512
$6.36K ﹤0.01%
+450
513
$6.35K ﹤0.01%
5,000
514
$6.34K ﹤0.01%
302
515
$6.3K ﹤0.01%
+500
516
$6.3K ﹤0.01%
+500
517
$6.27K ﹤0.01%
+1,000
518
$6.24K ﹤0.01%
23
-19
519
$6.23K ﹤0.01%
+400
520
$6.22K ﹤0.01%
66
+51
521
$6.21K ﹤0.01%
62
522
$6K ﹤0.01%
424
+34
523
$5.99K ﹤0.01%
46
524
$5.99K ﹤0.01%
102
525
$5.98K ﹤0.01%
230
+2
19 20
21
22 23