HWP

Highline Wealth Partners Portfolio holdings

AUM $391M
1-Year Est. Return 20%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$372M
AUM Growth
+$33.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,139
New
Increased
Reduced
Closed

Top Buys

1
+$5.63M
2
+$2.21M
3
+$887K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$882K
5
FRDM icon
Freedom 100 Emerging Markets ETF
FRDM
+$734K

Top Sells

1
+$3.01M
2
+$2.97M
3
+$605K
4
DLR icon
Digital Realty Trust
DLR
+$385K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$305K

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
126
$88.6K 0.02%
583
+36
127
$86.3K 0.02%
867
-924
128
$86.1K 0.02%
892
+154
129
$84.4K 0.02%
250
+113
130
$81.9K 0.02%
317
131
$81.8K 0.02%
441
+164
132
$81.2K 0.02%
132
+62
133
$81.1K 0.02%
3,700
134
$76.7K 0.02%
572
-2
135
$76.6K 0.02%
222
+1
136
$75.9K 0.02%
735
137
$74.6K 0.02%
979
138
$74.2K 0.02%
2,325
139
$74.2K 0.02%
+894
140
$73.8K 0.02%
379
141
$73.8K 0.02%
165
-186
142
$67.6K 0.02%
2,905
143
$67.1K 0.02%
290
+146
144
$65K 0.02%
547
145
$64.8K 0.02%
1,000
146
$64.7K 0.02%
326
+46
147
$63.1K 0.02%
353
-272
148
$61.3K 0.02%
+729
149
$60.5K 0.02%
884
+27
150
$59.9K 0.02%
+501
4 5
6
7 8