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
851
$1.97K ﹤0.01%
8
852
$1.96K ﹤0.01%
+50
853
$1.96K ﹤0.01%
44
854
$1.94K ﹤0.01%
12
855
$1.93K ﹤0.01%
+200
856
$1.92K ﹤0.01%
14
857
$1.91K ﹤0.01%
57
858
$1.91K ﹤0.01%
76
859
$1.9K ﹤0.01%
117
-78
860
$1.89K ﹤0.01%
32
861
$1.87K ﹤0.01%
15
862
$1.82K ﹤0.01%
40
863
$1.81K ﹤0.01%
6
864
$1.8K ﹤0.01%
14
-11
865
$1.78K ﹤0.01%
151
866
$1.75K ﹤0.01%
93
+19
867
$1.72K ﹤0.01%
44
868
$1.72K ﹤0.01%
71
+21
869
$1.71K ﹤0.01%
8
870
$1.71K ﹤0.01%
24
871
$1.7K ﹤0.01%
35
-31
872
$1.67K ﹤0.01%
+125
873
$1.66K ﹤0.01%
27
874
$1.65K ﹤0.01%
22
875
$1.61K ﹤0.01%
25
33 34
35
36 37