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
126
$21.9K 0.02%
+500
127
$21.4K 0.01%
620
128
$21.4K 0.01%
307
129
$20.2K 0.01%
49
+1
130
$19.4K 0.01%
225
131
$19.2K 0.01%
79
132
$18.9K 0.01%
280
133
$18.9K 0.01%
170
134
$18.4K 0.01%
+98
135
$17.9K 0.01%
204
+187
136
$17.8K 0.01%
782
-1
137
$17.5K 0.01%
860
-6,861
138
$17K 0.01%
36
+4
139
$16.7K 0.01%
118
-50
140
$16.5K 0.01%
217
+5
141
$15.5K 0.01%
+400
142
$15.1K 0.01%
196
+4
143
$15.1K 0.01%
67
+6
144
$15K 0.01%
181
145
$14.4K 0.01%
480
146
$14.1K 0.01%
+91
147
$13.8K 0.01%
684
148
$13.8K 0.01%
126
149
$13.4K 0.01%
81
+2
150
$13.2K 0.01%
154
4 5
6
7 8