HWP

Highline Wealth Partners Portfolio holdings

AUM $391M
1-Year Est. Return 20%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$372M
AUM Growth
+$33.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,139
New
Increased
Reduced
Closed

Top Buys

1
+$5.63M
2
+$2.21M
3
+$887K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$882K
5
FRDM icon
Freedom 100 Emerging Markets ETF
FRDM
+$734K

Top Sells

1
+$3.01M
2
+$2.97M
3
+$605K
4
DLR icon
Digital Realty Trust
DLR
+$385K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$305K

Sector Composition

1 Technology 21.46%
2 Financials 7.52%
3 Communication Services 6.35%
4 Consumer Discretionary 5.98%
5 Consumer Staples 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$3.66K ﹤0.01%
52
+6
677
$3.65K ﹤0.01%
8
+1
678
$3.62K ﹤0.01%
+340
679
$3.6K ﹤0.01%
+100
680
$3.58K ﹤0.01%
115
681
$3.58K ﹤0.01%
+2
682
$3.58K ﹤0.01%
12
683
$3.53K ﹤0.01%
48
684
$3.52K ﹤0.01%
+250
685
$3.52K ﹤0.01%
168
686
$3.51K ﹤0.01%
59
687
$3.48K ﹤0.01%
32
688
$3.48K ﹤0.01%
108
+49
689
$3.46K ﹤0.01%
25
690
$3.46K ﹤0.01%
+1,000
691
$3.46K ﹤0.01%
111
-7
692
$3.45K ﹤0.01%
266
+170
693
$3.4K ﹤0.01%
+200
694
$3.4K ﹤0.01%
129
695
$3.39K ﹤0.01%
11
+1
696
$3.39K ﹤0.01%
23
-8
697
$3.38K ﹤0.01%
55
698
$3.37K ﹤0.01%
+150
699
$3.37K ﹤0.01%
+195
700
$3.37K ﹤0.01%
+200
26 27
28
29 30