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
851
$240 ﹤0.01%
5
852
$238 ﹤0.01%
1
-3
853
$233 ﹤0.01%
6
854
$230 ﹤0.01%
2
855
$225 ﹤0.01%
21
856
$224 ﹤0.01%
2
857
$217 ﹤0.01%
4
858
$214 ﹤0.01%
5
-103
859
$195 ﹤0.01%
17
-11
860
$185 ﹤0.01%
+2
861
$172 ﹤0.01%
2
862
$165 ﹤0.01%
12
863
$164 ﹤0.01%
1
864
$164 ﹤0.01%
2
865
$156 ﹤0.01%
2
-5
866
$147 ﹤0.01%
+2
867
$147 ﹤0.01%
3
-11
868
$146 ﹤0.01%
4
869
$145 ﹤0.01%
2
870
$140 ﹤0.01%
2
-28
871
$140 ﹤0.01%
6
+3
872
$140 ﹤0.01%
2
873
$135 ﹤0.01%
13
874
$131 ﹤0.01%
1
875
$129 ﹤0.01%
11
33 34
35
36 37