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
626
$2.16K ﹤0.01%
144
-20
627
$2.15K ﹤0.01%
16
-59
628
$2.15K ﹤0.01%
15
629
$2.15K ﹤0.01%
4
-4
630
$2.14K ﹤0.01%
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-4
631
$2.14K ﹤0.01%
63
-176
632
$2.13K ﹤0.01%
37
633
$2.13K ﹤0.01%
53
+11
634
$2.13K ﹤0.01%
18
-3
635
$2.13K ﹤0.01%
50
636
$2.1K ﹤0.01%
4
-5
637
$2.1K ﹤0.01%
319
638
$2.06K ﹤0.01%
38
639
$2.04K ﹤0.01%
100
-35
640
$1.99K ﹤0.01%
25
+17
641
$1.93K ﹤0.01%
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642
$1.92K ﹤0.01%
19
-22
643
$1.92K ﹤0.01%
37
644
$1.91K ﹤0.01%
27
+4
645
$1.9K ﹤0.01%
+76
646
$1.9K ﹤0.01%
38
647
$1.89K ﹤0.01%
52
648
$1.85K ﹤0.01%
+44
649
$1.84K ﹤0.01%
7
650
$1.8K ﹤0.01%
4
24 25
26
27 28