HWP

Highline Wealth Partners Portfolio holdings

AUM $355M
1-Year Est. Return 19.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$299M
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1
+$7.86M
2
+$2.58M
3
+$2.52M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$2.4M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$1.94M

Top Sells

1
+$792K
2
+$719K
3
+$413K
4
VTV icon
Vanguard Value ETF
VTV
+$378K
5
VB icon
Vanguard Small-Cap ETF
VB
+$250K

Sector Composition

1 Technology 19.25%
2 Financials 6.75%
3 Consumer Discretionary 6.14%
4 Communication Services 5.55%
5 Healthcare 3.33%
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