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
176
$38.8K 0.01%
348
-301
177
$37.9K 0.01%
1,316
+419
178
$37.8K 0.01%
633
+468
179
$37.6K 0.01%
809
180
$36.8K 0.01%
487
+194
181
$36.7K 0.01%
413
182
$36.1K 0.01%
493
183
$36K 0.01%
+3,000
184
$35K 0.01%
1,241
-209
185
$34.2K 0.01%
81
+7
186
$33.8K 0.01%
400
+8
187
$33.5K 0.01%
196
+51
188
$33.5K 0.01%
31
-70
189
$33.4K 0.01%
231
+91
190
$33.2K 0.01%
435
+135
191
$33.2K 0.01%
230
192
$33.1K 0.01%
467
+81
193
$33.1K 0.01%
258
-32
194
$32.8K 0.01%
647
195
$32.5K 0.01%
500
+300
196
$32.3K 0.01%
161
+46
197
$32.3K 0.01%
+1,500
198
$32.2K 0.01%
8,000
199
$31.8K 0.01%
+240
200
$31.5K 0.01%
1,000
+250
6 7
8
9 10