HWP

Highline Wealth Partners Portfolio holdings

AUM $355M
1-Year Est. Return 19.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.45%
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
+$9.19M
2
+$8.52M
3
+$7.83M
4
AAPL icon
Apple
AAPL
+$7.14M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$6.58M

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 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.12K ﹤0.01%
+16
252
$1.12K ﹤0.01%
+6
253
$1.09K ﹤0.01%
+6
254
$1.08K ﹤0.01%
+1
255
$1.07K ﹤0.01%
+4
256
$1.07K ﹤0.01%
+51
257
$1.06K ﹤0.01%
+6
258
$1.06K ﹤0.01%
+5
259
$1.05K ﹤0.01%
+24
260
$1.01K ﹤0.01%
+34
261
$1.01K ﹤0.01%
+23
262
$963 ﹤0.01%
+8
263
$941 ﹤0.01%
+2
264
$908 ﹤0.01%
+3
265
$896 ﹤0.01%
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266
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+10
267
$878 ﹤0.01%
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268
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269
$816 ﹤0.01%
+25
270
$814 ﹤0.01%
+5
271
$780 ﹤0.01%
+10
272
$775 ﹤0.01%
+7
273
$753 ﹤0.01%
+10
274
$732 ﹤0.01%
+20
275
$722 ﹤0.01%
+5
9 10
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