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
201
$23.6K 0.01%
115
202
$23.5K 0.01%
386
203
$23.4K 0.01%
58
+11
204
$23.4K 0.01%
139
-2
205
$23.3K 0.01%
897
+246
206
$22.8K 0.01%
392
+66
207
$22.8K 0.01%
92
-21
208
$22.6K 0.01%
273
209
$22.5K 0.01%
1,212
+74
210
$22.2K 0.01%
449
+372
211
$22.1K 0.01%
913
-550
212
$22.1K 0.01%
+300
213
$22K 0.01%
319
-8
214
$22K 0.01%
+1,500
215
$21.7K 0.01%
145
+67
216
$21.5K 0.01%
115
+16
217
$21.2K 0.01%
500
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218
$21.1K 0.01%
203
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219
$21K 0.01%
159
-62
220
$21K 0.01%
+1,050
221
$20.7K 0.01%
329
+67
222
$20.5K 0.01%
392
-407
223
$20.3K 0.01%
589
-572
224
$20.3K 0.01%
293
-17
225
$20.2K 0.01%
95
+33
7 8
9
10 11