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
176
$25.9K 0.01%
258
+15
177
$25.7K 0.01%
+700
178
$25.6K 0.01%
338
+317
179
$25.6K 0.01%
+139
180
$25.4K 0.01%
332
-7,174
181
$25.3K 0.01%
147
+3
182
$25.1K 0.01%
797
+89
183
$24.9K 0.01%
200
-300
184
$24.2K 0.01%
185
185
$24.2K 0.01%
609
+270
186
$24K 0.01%
394
+95
187
$23.7K 0.01%
+700
188
$23.6K 0.01%
647
-56
189
$23.6K 0.01%
347
+34
190
$23.3K 0.01%
50
+24
191
$22.8K 0.01%
+273
192
$22.7K 0.01%
225
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193
$22.5K 0.01%
68
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194
$22.4K 0.01%
115
195
$22.3K 0.01%
314
+140
196
$22.2K 0.01%
66
-5
197
$22.2K 0.01%
386
+153
198
$22.2K 0.01%
327
+163
199
$22K 0.01%
310
+48
200
$21.5K 0.01%
69
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8
9 10