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
526
$3.36K ﹤0.01%
8
+5
527
$3.35K ﹤0.01%
71
+44
528
$3.35K ﹤0.01%
28
-18
529
$3.33K ﹤0.01%
+69
530
$3.32K ﹤0.01%
+124
531
$3.31K ﹤0.01%
26
+15
532
$3.31K ﹤0.01%
+44
533
$3.31K ﹤0.01%
+109
534
$3.3K ﹤0.01%
+50
535
$3.3K ﹤0.01%
+125
536
$3.23K ﹤0.01%
22
+17
537
$3.22K ﹤0.01%
+68
538
$3.22K ﹤0.01%
53
+30
539
$3.18K ﹤0.01%
+833
540
$3.18K ﹤0.01%
+22
541
$3.17K ﹤0.01%
27
+10
542
$3.17K ﹤0.01%
+14
543
$3.15K ﹤0.01%
+59
544
$3.15K ﹤0.01%
21
+8
545
$3.13K ﹤0.01%
5
+2
546
$3.11K ﹤0.01%
+66
547
$3.1K ﹤0.01%
34
+11
548
$3.1K ﹤0.01%
+67
549
$3.08K ﹤0.01%
43
-17
550
$3.07K ﹤0.01%
+42
20 21
22
23 24