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
776
$2.8K ﹤0.01%
+400
777
$2.8K ﹤0.01%
36
778
$2.8K ﹤0.01%
30
-5
779
$2.77K ﹤0.01%
22
780
$2.77K ﹤0.01%
13
781
$2.76K ﹤0.01%
+100
782
$2.74K ﹤0.01%
10
+1
783
$2.73K ﹤0.01%
140
784
$2.72K ﹤0.01%
+300
785
$2.72K ﹤0.01%
+185
786
$2.72K ﹤0.01%
+350
787
$2.71K ﹤0.01%
69
-2
788
$2.71K ﹤0.01%
+500
789
$2.7K ﹤0.01%
+60
790
$2.7K ﹤0.01%
+330
791
$2.7K ﹤0.01%
16
+7
792
$2.68K ﹤0.01%
209
793
$2.67K ﹤0.01%
+200
794
$2.67K ﹤0.01%
13
795
$2.67K ﹤0.01%
17
796
$2.67K ﹤0.01%
21
797
$2.64K ﹤0.01%
33
+6
798
$2.63K ﹤0.01%
35
799
$2.63K ﹤0.01%
163
800
$2.6K ﹤0.01%
+26
30 31
32
33 34