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
651
$1.79K ﹤0.01%
12
+5
652
$1.79K ﹤0.01%
4
-4
653
$1.77K ﹤0.01%
59
-29
654
$1.76K ﹤0.01%
25
-8
655
$1.75K ﹤0.01%
20
-4
656
$1.74K ﹤0.01%
13
657
$1.74K ﹤0.01%
58
-498
658
$1.72K ﹤0.01%
163
659
$1.7K ﹤0.01%
+40
660
$1.67K ﹤0.01%
8
-6
661
$1.66K ﹤0.01%
5
-2
662
$1.65K ﹤0.01%
127
663
$1.65K ﹤0.01%
32
664
$1.63K ﹤0.01%
9
-6
665
$1.63K ﹤0.01%
44
666
$1.63K ﹤0.01%
8
-33
667
$1.61K ﹤0.01%
2
-4
668
$1.6K ﹤0.01%
140
+82
669
$1.56K ﹤0.01%
15
+2
670
$1.56K ﹤0.01%
6
-2
671
$1.53K ﹤0.01%
24
672
$1.5K ﹤0.01%
38
673
$1.5K ﹤0.01%
40
674
$1.49K ﹤0.01%
49
675
$1.48K ﹤0.01%
8
-17
25 26
27
28 29