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
$123M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1
+$8.52M
2
+$8.26M
3
+$7.46M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$6.31M
5
AAPL icon
Apple
AAPL
+$6.29M

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.69%
2 Financials 10.44%
3 Healthcare 7.38%
4 Consumer Discretionary 6.86%
5 Communication Services 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.55K ﹤0.01%
+10
227
$1.51K ﹤0.01%
+6
228
$1.48K ﹤0.01%
+10
229
$1.48K ﹤0.01%
+46
230
$1.47K ﹤0.01%
+3
231
$1.46K ﹤0.01%
+6
232
$1.45K ﹤0.01%
+50
233
$1.43K ﹤0.01%
+58
234
$1.41K ﹤0.01%
+30
235
$1.41K ﹤0.01%
+7
236
$1.41K ﹤0.01%
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237
$1.38K ﹤0.01%
+54
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$1.38K ﹤0.01%
+2
239
$1.36K ﹤0.01%
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240
$1.31K ﹤0.01%
+10
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$1.29K ﹤0.01%
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242
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243
$1.26K ﹤0.01%
+3
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$1.25K ﹤0.01%
+9
245
$1.23K ﹤0.01%
+11
246
$1.22K ﹤0.01%
+10
247
$1.21K ﹤0.01%
+400
248
$1.2K ﹤0.01%
+3
249
$1.13K ﹤0.01%
+7
250
$1.13K ﹤0.01%
+14
8 9
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11 12