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
551
$3.18K ﹤0.01%
191
552
$3.17K ﹤0.01%
209
553
$3.14K ﹤0.01%
476
+277
554
$3.05K ﹤0.01%
14
+6
555
$3.05K ﹤0.01%
44
556
$3.04K ﹤0.01%
+10
557
$3.03K ﹤0.01%
129
-79
558
$3.03K ﹤0.01%
25
559
$3.02K ﹤0.01%
145
560
$2.99K ﹤0.01%
167
+70
561
$2.98K ﹤0.01%
30
+13
562
$2.93K ﹤0.01%
65
563
$2.93K ﹤0.01%
17
-30
564
$2.92K ﹤0.01%
55
565
$2.92K ﹤0.01%
21
+4
566
$2.92K ﹤0.01%
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-17
567
$2.91K ﹤0.01%
62
568
$2.91K ﹤0.01%
35
+13
569
$2.87K ﹤0.01%
84
570
$2.86K ﹤0.01%
17
571
$2.85K ﹤0.01%
30
+22
572
$2.85K ﹤0.01%
98
-81
573
$2.84K ﹤0.01%
184
+159
574
$2.83K ﹤0.01%
5
+1
575
$2.82K ﹤0.01%
36
-17
21 22
23
24 25