HWP

Highline Wealth Partners Portfolio holdings

AUM $372M
1-Year Est. Return 22.23%
This Quarter Est. Return
1 Year Est. Return
+22.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$146M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$6.8M
2
+$1.12M
3
+$657K
4
AAPL icon
Apple
AAPL
+$551K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$292K

Top Sells

1
+$2.29M
2
+$1.86M
3
+$1.32M
4
IHF icon
iShares US Healthcare Providers ETF
IHF
+$1.12M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$802K

Sector Composition

1 Technology 17.51%
2 Financials 9.34%
3 Healthcare 6.37%
4 Consumer Discretionary 5.92%
5 Communication Services 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$66.3K 0.05%
1,388
-250
102
$61.7K 0.04%
138
+1
103
$58.6K 0.04%
443
104
$54.5K 0.04%
+1,019
105
$53.7K 0.04%
329
+247
106
$49.3K 0.03%
4,687
107
$43.8K 0.03%
+2,516
108
$40.7K 0.03%
850
109
$40K 0.03%
820
+550
110
$40K 0.03%
735
111
$37.6K 0.03%
+3,397
112
$36.4K 0.02%
1,272
+1,091
113
$35.8K 0.02%
179
114
$35.6K 0.02%
403
115
$34.2K 0.02%
1,700
116
$32.7K 0.02%
1,699
+1,360
117
$29.5K 0.02%
190
-112
118
$29.1K 0.02%
1,400
119
$27.1K 0.02%
280
120
$26.9K 0.02%
364
-796
121
$26.6K 0.02%
540
122
$25.8K 0.02%
911
-25
123
$25.5K 0.02%
256
124
$23.1K 0.02%
178
125
$22.6K 0.02%
223
3 4
5
6 7