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
701
$1.19K ﹤0.01%
31
702
$1.18K ﹤0.01%
1
703
$1.16K ﹤0.01%
27
704
$1.15K ﹤0.01%
44
-14
705
$1.15K ﹤0.01%
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706
$1.14K ﹤0.01%
7
-20
707
$1.13K ﹤0.01%
+96
708
$1.11K ﹤0.01%
14
709
$1.1K ﹤0.01%
2
710
$1.1K ﹤0.01%
10
711
$1.09K ﹤0.01%
30
712
$1.07K ﹤0.01%
7
713
$1.07K ﹤0.01%
+9
714
$1.06K ﹤0.01%
3
-12
715
$1.05K ﹤0.01%
50
716
$1.05K ﹤0.01%
+49
717
$1.04K ﹤0.01%
252
718
$1.04K ﹤0.01%
20
-24
719
$1.03K ﹤0.01%
21
+1
720
$1.02K ﹤0.01%
14
721
$1.01K ﹤0.01%
18
722
$1K ﹤0.01%
+33
723
$994 ﹤0.01%
9
724
$984 ﹤0.01%
10
725
$978 ﹤0.01%
15
-8
27 28
29
30 31