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
201
$31.3K 0.01%
382
202
$31.1K 0.01%
142
+3
203
$31.1K 0.01%
103
+42
204
$30.7K 0.01%
1,485
+273
205
$30.6K 0.01%
312
+14
206
$30.4K 0.01%
+83
207
$30.3K 0.01%
343
208
$30.2K 0.01%
244
+47
209
$30.1K 0.01%
492
-1,314
210
$29.7K 0.01%
535
-9
211
$29.3K 0.01%
469
+39
212
$29.2K 0.01%
654
-48
213
$28.9K 0.01%
136
+41
214
$28.8K 0.01%
63
-67
215
$28.8K 0.01%
+2,500
216
$28.7K 0.01%
59
+33
217
$28.6K 0.01%
444
218
$28.2K 0.01%
559
+236
219
$28.1K 0.01%
1,766
+433
220
$27.8K 0.01%
266
+6
221
$27.6K 0.01%
+541
222
$27.5K 0.01%
+500
223
$27.3K 0.01%
+225
224
$27.3K 0.01%
160
+66
225
$27.2K 0.01%
493
7 8
9
10 11