HWP

Highline Wealth Partners Portfolio holdings

AUM $372M
1-Year Est. Return 22.18%
This Quarter Est. Return
1 Year Est. Return
+22.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$297M
AUM Growth
-$9.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,060
New
Increased
Reduced
Closed

Top Buys

1
+$2.71M
2
+$2.52M
3
+$2.41M
4
CLIP icon
Global X 1-3 Month T-Bill ETF
CLIP
+$1.33M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.17M

Top Sells

1
+$2.68M
2
+$1.99M
3
+$824K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$634K
5
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$550K

Sector Composition

1 Technology 18.23%
2 Financials 7.87%
3 Consumer Discretionary 5.91%
4 Communication Services 5.78%
5 Consumer Staples 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$57.1K 0.02%
69
+24
127
$55.7K 0.02%
735
128
$55.5K 0.02%
+600
129
$55K 0.02%
577
+1
130
$53.9K 0.02%
524
+35
131
$52.9K 0.02%
2,677
-364
132
$51.4K 0.02%
1,034
+55
133
$49.7K 0.02%
684
+8
134
$48.3K 0.02%
1,157
+313
135
$48K 0.02%
403
-289
136
$47.2K 0.02%
223
-10
137
$46.1K 0.02%
84
-4
138
$46.1K 0.02%
357
+2
139
$45.6K 0.02%
345
140
$43.6K 0.01%
502
+204
141
$43K 0.01%
697
+98
142
$41.9K 0.01%
252
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143
$41.6K 0.01%
208
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144
$41.2K 0.01%
88
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145
$41.1K 0.01%
482
+2
146
$41K 0.01%
+450
147
$40.5K 0.01%
583
148
$39.8K 0.01%
799
149
$38.7K 0.01%
1,700
150
$37.1K 0.01%
1,463
+316
4 5
6
7 8