HWP

Highline Wealth Partners Portfolio holdings

AUM $372M
1-Year Est. Return 22.23%
This Quarter Est. Return
1 Year Est. Return
+22.23%
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
State Street 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
626
$2.08K ﹤0.01%
135
+49
627
$2.05K ﹤0.01%
+30
628
$2.04K ﹤0.01%
+77
629
$2.04K ﹤0.01%
58
-13
630
$2.01K ﹤0.01%
26
-18
631
$2.01K ﹤0.01%
97
632
$1.98K ﹤0.01%
33
633
$1.96K ﹤0.01%
+319
634
$1.95K ﹤0.01%
8
+3
635
$1.95K ﹤0.01%
55
+18
636
$1.94K ﹤0.01%
+38
637
$1.93K ﹤0.01%
+88
638
$1.91K ﹤0.01%
+57
639
$1.91K ﹤0.01%
+18
640
$1.88K ﹤0.01%
22
+10
641
$1.88K ﹤0.01%
+52
642
$1.87K ﹤0.01%
+85
643
$1.87K ﹤0.01%
56
-15
644
$1.86K ﹤0.01%
9
-32
645
$1.85K ﹤0.01%
+1
646
$1.85K ﹤0.01%
+45
647
$1.84K ﹤0.01%
+37
648
$1.83K ﹤0.01%
42
+19
649
$1.83K ﹤0.01%
+126
650
$1.83K ﹤0.01%
21
-39
24 25
26
27 28