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
176
$28.9K 0.01%
+8,000
177
$28.9K 0.01%
858
+61
178
$28.2K 0.01%
403
-13
179
$27.8K 0.01%
298
+64
180
$27.3K 0.01%
444
-694
181
$26.9K 0.01%
191
+16
182
$26.8K 0.01%
144
+17
183
$26.4K 0.01%
99
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184
$26.3K 0.01%
609
185
$26.3K 0.01%
309
-5
186
$26.3K 0.01%
+670
187
$26.2K 0.01%
+800
188
$26.2K 0.01%
130
+35
189
$25.9K 0.01%
+300
190
$25.9K 0.01%
94
+43
191
$25.8K 0.01%
150
-44
192
$25.7K 0.01%
113
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$25.4K 0.01%
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194
$25.4K 0.01%
+13,000
195
$25.3K 0.01%
+800
196
$25K 0.01%
336
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197
$25K 0.01%
+750
198
$24.9K 0.01%
260
+2
199
$24.3K 0.01%
634
+64
200
$24.2K 0.01%
352
+157
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