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
201
$21.1K 0.01%
+300
202
$20.5K 0.01%
175
+42
203
$20.4K 0.01%
42
+26
204
$19.9K 0.01%
305
-31
205
$19.9K 0.01%
141
-7
206
$19.7K 0.01%
+500
207
$19.7K 0.01%
57
+39
208
$19.6K 0.01%
95
+1
209
$19.4K 0.01%
350
+253
210
$19.2K 0.01%
97
+27
211
$19.2K 0.01%
325
+28
212
$18.9K 0.01%
570
+108
213
$18.8K 0.01%
556
+460
214
$18.4K 0.01%
48
+21
215
$18.4K 0.01%
475
+428
216
$18.3K 0.01%
+200
217
$18.2K 0.01%
119
+19
218
$18.2K 0.01%
203
+34
219
$18.2K 0.01%
441
-12
220
$17.7K 0.01%
159
+93
221
$17.6K 0.01%
1,289
+609
222
$17.5K 0.01%
+1,138
223
$17.3K 0.01%
99
-13
224
$17.3K 0.01%
92
225
$17.2K 0.01%
92
7 8
9
10 11