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
251
$1.12K ﹤0.01%
+20
252
$1.12K ﹤0.01%
+16
253
$1.12K ﹤0.01%
+6
254
$1.09K ﹤0.01%
+6
255
$1.08K ﹤0.01%
+1
256
$1.07K ﹤0.01%
+4
257
$1.07K ﹤0.01%
+51
258
$1.06K ﹤0.01%
+6
259
$1.06K ﹤0.01%
+5
260
$1.05K ﹤0.01%
+24
261
$1.01K ﹤0.01%
+34
262
$1.01K ﹤0.01%
+23
263
$963 ﹤0.01%
+8
264
$941 ﹤0.01%
+2
265
$908 ﹤0.01%
+3
266
$896 ﹤0.01%
+6
267
$894 ﹤0.01%
+10
268
$878 ﹤0.01%
+3
269
$849 ﹤0.01%
+12
270
$816 ﹤0.01%
+25
271
$814 ﹤0.01%
+5
272
$780 ﹤0.01%
+10
273
$775 ﹤0.01%
+7
274
$753 ﹤0.01%
+10
275
$732 ﹤0.01%
+20
9 10
11
12 13