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
876
$129 ﹤0.01%
3
-56
877
$128 ﹤0.01%
2
-1
878
$123 ﹤0.01%
3
879
$109 ﹤0.01%
5
880
$106 ﹤0.01%
2
881
$103 ﹤0.01%
1
882
$103 ﹤0.01%
1
883
$76 ﹤0.01%
1
884
$71 ﹤0.01%
2
-5
885
$39 ﹤0.01%
1
886
$34 ﹤0.01%
1
887
$21 ﹤0.01%
1
-18
888
$11 ﹤0.01%
1
889
$10 ﹤0.01%
1
890
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891
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892
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893
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894
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895
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896
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897
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898
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899
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900
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-11
34 35
36
37 38