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
526
$3.57K ﹤0.01%
33
+19
527
$3.54K ﹤0.01%
87
528
$3.5K ﹤0.01%
48
529
$3.49K ﹤0.01%
24
-2
530
$3.46K ﹤0.01%
20
-2
531
$3.46K ﹤0.01%
190
532
$3.46K ﹤0.01%
12
+1
533
$3.46K ﹤0.01%
168
534
$3.42K ﹤0.01%
78
535
$3.4K ﹤0.01%
9
+5
536
$3.4K ﹤0.01%
50
+29
537
$3.36K ﹤0.01%
21
+5
538
$3.35K ﹤0.01%
16
+6
539
$3.32K ﹤0.01%
59
540
$3.31K ﹤0.01%
102
541
$3.3K ﹤0.01%
6
542
$3.29K ﹤0.01%
+115
543
$3.27K ﹤0.01%
31
544
$3.25K ﹤0.01%
+100
545
$3.25K ﹤0.01%
237
+215
546
$3.24K ﹤0.01%
31
-18
547
$3.23K ﹤0.01%
31
-2
548
$3.22K ﹤0.01%
59
549
$3.2K ﹤0.01%
28
-24
550
$3.19K ﹤0.01%
43
-2
20 21
22
23 24