HWP

Highline Wealth Partners Portfolio holdings

AUM $372M
1-Year Est. Return 22.23%
This Quarter Est. Return
1 Year Est. Return
+22.23%
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
+$6.8M
2
+$1.12M
3
+$657K
4
AAPL icon
Apple
AAPL
+$551K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$292K

Top Sells

1
+$2.29M
2
+$1.86M
3
+$1.32M
4
IHF icon
iShares US Healthcare Providers ETF
IHF
+$1.12M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$802K

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
201
$3.23K ﹤0.01%
33
+15
202
$3.21K ﹤0.01%
50
203
$3.19K ﹤0.01%
21
204
$3.15K ﹤0.01%
10
205
$3.12K ﹤0.01%
161
206
$3.04K ﹤0.01%
300
207
$3.04K ﹤0.01%
30
-36
208
$3.02K ﹤0.01%
101
209
$3K ﹤0.01%
13
-1,479
210
$2.94K ﹤0.01%
13
211
$2.91K ﹤0.01%
100
212
$2.84K ﹤0.01%
8
+2
213
$2.76K ﹤0.01%
8
214
$2.74K ﹤0.01%
123
-14
215
$2.7K ﹤0.01%
22
216
$2.68K ﹤0.01%
46
217
$2.58K ﹤0.01%
34
-9
218
$2.49K ﹤0.01%
7
219
$2.46K ﹤0.01%
1
220
$2.36K ﹤0.01%
5
221
$2.3K ﹤0.01%
5
+1
222
$2.29K ﹤0.01%
20
223
$2.07K ﹤0.01%
3
224
$2.04K ﹤0.01%
26
225
$2K ﹤0.01%
12
+2
7 8
9
10 11