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
826
$2.28K ﹤0.01%
16
827
$2.27K ﹤0.01%
24
828
$2.26K ﹤0.01%
12
+3
829
$2.24K ﹤0.01%
85
830
$2.23K ﹤0.01%
37
831
$2.21K ﹤0.01%
86
832
$2.2K ﹤0.01%
38
833
$2.2K ﹤0.01%
+220
834
$2.19K ﹤0.01%
77
835
$2.16K ﹤0.01%
+150
836
$2.16K ﹤0.01%
+180
837
$2.15K ﹤0.01%
17
-7
838
$2.14K ﹤0.01%
6
839
$2.12K ﹤0.01%
13
840
$2.1K ﹤0.01%
6
+1
841
$2.06K ﹤0.01%
17
-2
842
$2.06K ﹤0.01%
+600
843
$2.04K ﹤0.01%
36
+7
844
$2.04K ﹤0.01%
4
845
$2.03K ﹤0.01%
+550
846
$2.02K ﹤0.01%
+130
847
$2.01K ﹤0.01%
144
848
$2.01K ﹤0.01%
7
849
$1.98K ﹤0.01%
+200
850
$1.98K ﹤0.01%
+100
32 33
34
35 36