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
126
$67.9K 0.02%
+2,325
127
$67.9K 0.02%
735
128
$67.9K 0.02%
738
129
$66.8K 0.02%
490
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130
$65.4K 0.02%
672
-12
131
$64.5K 0.02%
+985
132
$64.2K 0.02%
2,905
+228
133
$62.9K 0.02%
244
+36
134
$61.5K 0.02%
264
+41
135
$60.8K 0.02%
108
+24
136
$60.6K 0.02%
321
-607
137
$59.7K 0.02%
547
+527
138
$59.5K 0.02%
857
+160
139
$57.9K 0.02%
649
-2,739
140
$57.9K 0.02%
1,627
-34
141
$57.8K 0.02%
74
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$55.7K 0.02%
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143
$54.6K 0.02%
570
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144
$51.7K 0.02%
181
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145
$49.5K 0.01%
402
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146
$48.6K 0.01%
1,000
147
$48K 0.01%
137
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148
$47.9K 0.01%
360
+3
149
$47.3K 0.01%
93
+5
150
$43.5K 0.01%
143
+5
4 5
6
7 8