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
51
$609K 0.49%
+4,568
52
$596K 0.48%
+2,581
53
$574K 0.47%
+15,130
54
$557K 0.45%
+6,701
55
$553K 0.45%
+9,880
56
$517K 0.42%
+1,863
57
$500K 0.41%
+10,000
58
$493K 0.4%
+19,147
59
$485K 0.39%
+4,635
60
$454K 0.37%
+11,294
61
$449K 0.36%
+3,450
62
$435K 0.35%
+2,077
63
$434K 0.35%
+4,841
64
$425K 0.35%
+11,684
65
$374K 0.3%
+5,103
66
$370K 0.3%
+4,009
67
$369K 0.3%
+2,919
68
$366K 0.3%
+3,420
69
$365K 0.3%
+3,012
70
$359K 0.29%
+14,425
71
$313K 0.25%
+1,403
72
$301K 0.24%
+14,280
73
$283K 0.23%
+5,256
74
$255K 0.21%
+5,653
75
$247K 0.2%
+1,374
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3
4 5