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
576
$2.66K ﹤0.01%
+59
577
$2.63K ﹤0.01%
44
+23
578
$2.63K ﹤0.01%
+16
579
$2.59K ﹤0.01%
+84
580
$2.59K ﹤0.01%
+49
581
$2.58K ﹤0.01%
+42
582
$2.58K ﹤0.01%
15
+6
583
$2.56K ﹤0.01%
+108
584
$2.55K ﹤0.01%
+176
585
$2.55K ﹤0.01%
11
+7
586
$2.54K ﹤0.01%
+165
587
$2.52K ﹤0.01%
12
-7
588
$2.52K ﹤0.01%
14
+9
589
$2.5K ﹤0.01%
9
+3
590
$2.5K ﹤0.01%
+78
591
$2.48K ﹤0.01%
20
+18
592
$2.46K ﹤0.01%
21
+13
593
$2.45K ﹤0.01%
+191
594
$2.45K ﹤0.01%
42
+24
595
$2.45K ﹤0.01%
102
+27
596
$2.39K ﹤0.01%
+122
597
$2.37K ﹤0.01%
31
-9
598
$2.37K ﹤0.01%
76
+1
599
$2.36K ﹤0.01%
+14
600
$2.36K ﹤0.01%
37
+21
22 23
24
25 26