HWP

Highline Wealth Partners Portfolio holdings

AUM $355M
1-Year Est. Return 19.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.45%
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
+$6.79M
2
+$1.13M
3
+$644K
4
AAPL icon
Apple
AAPL
+$493K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$286K

Top Sells

1
+$2.25M
2
+$1.84M
3
+$1.32M
4
IHF icon
iShares US Healthcare Providers ETF
IHF
+$1.17M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$801K

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
151
$12.9K 0.01%
175
152
$12.6K 0.01%
79
+3
153
$12K 0.01%
63
-11
154
$11.6K 0.01%
222
+141
155
$11.1K 0.01%
293
+126
156
$10.7K 0.01%
58
+2
157
$10.4K 0.01%
27
+1
158
$10.2K 0.01%
28
159
$9.96K 0.01%
47
-2,030
160
$9.8K 0.01%
17
161
$9.73K 0.01%
416
+3
162
$9.35K 0.01%
42
163
$8.98K 0.01%
81
+1
164
$8.19K 0.01%
341
165
$8.04K 0.01%
82
+5
166
$7.97K 0.01%
82
-285
167
$7.84K 0.01%
130
168
$7.36K 0.01%
584
+20
169
$7.15K ﹤0.01%
25
+14
170
$6.32K ﹤0.01%
22
171
$6.14K ﹤0.01%
44
172
$6.05K ﹤0.01%
92
173
$6.03K ﹤0.01%
87
+47
174
$5.63K ﹤0.01%
130
175
$5.49K ﹤0.01%
80
5 6
7
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