HWP
Highline Wealth Partners Portfolio holdings
AUM
$372M
1-Year Est. Return
22.18%
1 Year Est. Return
+22.18%
AUM
$372M
AUM Growth
+$33.9M
(+10%)
Holding
1,139
Top Buys
| 1 | +$5.72M | |
| 2 | +$2.27M | |
| 3 | +$904K | |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$884K |
| 5 |
Freedom 100 Emerging Markets ETF
FRDM
|
+$776K |
Top Sells
| 1 | +$3.18M | |
| 2 | +$3.01M | |
| 3 | +$606K | |
| 4 |
Digital Realty Trust
DLR
|
+$389K |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$322K |
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 | |
|---|---|---|---|---|---|---|
1126
WisdomTree International SmallCap Dividend Fund
DLS
$1.02B
| – | – |
-171
|
|
||
1127
Quest Diagnostics
DGX
$21.2B
| – | – |
-4
|
|
||
1128
CubeSmart
CUBE
$9.61B
| – | – |
-50
|
|
||
1129
Copart
CPRT
$42.9B
| – | – |
-21
|
|
||
1130
Centene
CNC
$17.3B
| – | – |
-18
|
|
||
1131
CBIZ
CBZ
$2.77B
| – | – |
-52
|
|
||
|
BPMC
1132
DELISTED
Blueprint Medicines
BPMC
| – | – |
-42
|
|
||
1133
Box
BOX
$4.73B
| – | – |
-84
|
|
||
1134
Bright Horizons
BFAM
$5.72B
| – | – |
-11
|
|
||
|
AZEK
1135
DELISTED
The AZEK Co
AZEK
| – | – |
-71
|
|
||
|
ANSS
1136
DELISTED
Ansys
ANSS
| – | – |
-4
|
|
||
1137
Alkermes
ALKS
$5B
| – | – |
-143
|
|
||
1138
AerCap
AER
$21.5B
| – | – |
-7
|
|
||
1139
Arch Capital
ACGL
$32.3B
| – | – |
-7
|
|