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
751
$2.98K ﹤0.01%
+350
752
$2.96K ﹤0.01%
28
753
$2.96K ﹤0.01%
+500
754
$2.96K ﹤0.01%
+200
755
$2.96K ﹤0.01%
7
756
$2.95K ﹤0.01%
+250
757
$2.94K ﹤0.01%
+170
758
$2.93K ﹤0.01%
126
759
$2.93K ﹤0.01%
65
760
$2.93K ﹤0.01%
+250
761
$2.92K ﹤0.01%
+450
762
$2.9K ﹤0.01%
87
763
$2.9K ﹤0.01%
44
764
$2.88K ﹤0.01%
+1,400
765
$2.88K ﹤0.01%
+750
766
$2.87K ﹤0.01%
+98
767
$2.87K ﹤0.01%
+150
768
$2.87K ﹤0.01%
48
769
$2.86K ﹤0.01%
+330
770
$2.85K ﹤0.01%
30
-20
771
$2.85K ﹤0.01%
102
772
$2.83K ﹤0.01%
20
-10
773
$2.82K ﹤0.01%
+200
774
$2.82K ﹤0.01%
5
+1
775
$2.81K ﹤0.01%
9
29 30
31
32 33