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
826
$356 ﹤0.01%
15
827
$353 ﹤0.01%
10
-116
828
$351 ﹤0.01%
+3
829
$347 ﹤0.01%
1
830
$340 ﹤0.01%
49
-369
831
$332 ﹤0.01%
5
832
$330 ﹤0.01%
+13
833
$329 ﹤0.01%
6
834
$323 ﹤0.01%
4
-2
835
$318 ﹤0.01%
4
836
$313 ﹤0.01%
3
-5
837
$309 ﹤0.01%
3
838
$301 ﹤0.01%
2
839
$297 ﹤0.01%
3
840
$297 ﹤0.01%
8
841
$291 ﹤0.01%
3
842
$287 ﹤0.01%
1
843
$285 ﹤0.01%
10
-2
844
$278 ﹤0.01%
4
845
$276 ﹤0.01%
1
846
$271 ﹤0.01%
2
847
$268 ﹤0.01%
17
-10
848
$253 ﹤0.01%
3
-2
849
$245 ﹤0.01%
3
-50
850
$245 ﹤0.01%
8
32 33
34
35 36