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
601
$2.51K ﹤0.01%
19
-9
602
$2.51K ﹤0.01%
24
603
$2.47K ﹤0.01%
177
604
$2.45K ﹤0.01%
5
+2
605
$2.43K ﹤0.01%
22
-21
606
$2.43K ﹤0.01%
85
607
$2.42K ﹤0.01%
19
+15
608
$2.4K ﹤0.01%
67
609
$2.38K ﹤0.01%
30
-10
610
$2.34K ﹤0.01%
13
611
$2.32K ﹤0.01%
9
+3
612
$2.3K ﹤0.01%
57
613
$2.29K ﹤0.01%
7
-6
614
$2.28K ﹤0.01%
7
+3
615
$2.26K ﹤0.01%
77
616
$2.26K ﹤0.01%
13
-10
617
$2.26K ﹤0.01%
3
-2
618
$2.25K ﹤0.01%
151
619
$2.25K ﹤0.01%
36
620
$2.24K ﹤0.01%
16
621
$2.23K ﹤0.01%
21
622
$2.23K ﹤0.01%
53
+35
623
$2.22K ﹤0.01%
13
624
$2.19K ﹤0.01%
+86
625
$2.17K ﹤0.01%
122
+46
23 24
25
26 27