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
151
$42.6K 0.01%
+2,600
152
$42.3K 0.01%
277
+25
153
$42K 0.01%
486
+4
154
$42K 0.01%
1,450
+519
155
$40.9K 0.01%
225
+19
156
$40.8K 0.01%
642
-356
157
$39.7K 0.01%
450
158
$37.5K 0.01%
544
-39
159
$37.5K 0.01%
1,700
160
$37.1K 0.01%
70
+18
161
$36.6K 0.01%
14
+11
162
$35.4K 0.01%
+809
163
$35.1K 0.01%
493
164
$35.1K 0.01%
290
+131
165
$34.6K 0.01%
413
166
$32.7K 0.01%
111
+51
167
$32.4K 0.01%
74
+8
168
$32K 0.01%
+2,700
169
$30.9K 0.01%
647
170
$30.7K 0.01%
343
+5
171
$30.5K 0.01%
97
172
$29.8K 0.01%
702
+600
173
$29.4K 0.01%
621
-536
174
$29.1K 0.01%
230
+25
175
$29K 0.01%
430
+83
5 6
7
8 9