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
676
$1.46K ﹤0.01%
6
+4
677
$1.43K ﹤0.01%
29
-13
678
$1.41K ﹤0.01%
6
+2
679
$1.41K ﹤0.01%
4
+2
680
$1.4K ﹤0.01%
135
681
$1.39K ﹤0.01%
7
682
$1.38K ﹤0.01%
12
683
$1.36K ﹤0.01%
11
684
$1.35K ﹤0.01%
8
+5
685
$1.34K ﹤0.01%
24
686
$1.31K ﹤0.01%
6
+4
687
$1.29K ﹤0.01%
10
-16
688
$1.28K ﹤0.01%
6
689
$1.25K ﹤0.01%
74
-6
690
$1.25K ﹤0.01%
22
-27
691
$1.25K ﹤0.01%
+7
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$1.25K ﹤0.01%
12
693
$1.24K ﹤0.01%
13
694
$1.23K ﹤0.01%
8
695
$1.23K ﹤0.01%
5
696
$1.21K ﹤0.01%
60
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697
$1.21K ﹤0.01%
3
-4
698
$1.21K ﹤0.01%
+8
699
$1.2K ﹤0.01%
+5
700
$1.19K ﹤0.01%
71
+32
26 27
28
29 30