HWP

Highline Wealth Partners Portfolio holdings

AUM $297M
AUM
$297M
AUM Growth
-$9.13M
Cap. Flow
+$6.88M
Cap. Flow %
2.32%
Top 10 Hldgs %
45.99%
Holding
1,060
New
452
Increased
351
Reduced
124
Closed
39

Top Buys

1
$2.71M
2
$2.52M
3
$2.41M
4
$1.33M
5
$1.17M

Top Sells

1
$2.68M
2
$1.99M
3
$824K
4
$634K
5
$550K

Sector Composition

1Technology18.27%
2Financials7.87%
3Consumer Discretionary5.9%
4Communication Services5.74%
5Consumer Staples2.94%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$2440%3 New
+$244
$2330%2 New
+$233
$2310%2 New
+$231
$2270%4
+3
+300%
+$170
$2270%8 New
+$227
$2250%3 New
+$225
$2250%22 New
+$225
$2220%2 New
+$222
$2210%7 New
+$221
$2200%21 New
+$220
$2180%2 New
+$218
$2170%11 New
+$217
$2160%12 New
+$216
$2110%2 New
+$211
$2100%2 New
+$210
$2040%3 New
+$204
$2010%8 New
+$201
$2000%10 New
+$200
$1970%4 New
+$197
$1950%2 New
+$195
$1930%3 New
+$193
$1890%1 New
+$189
$1850%2 New
+$185
$1810%1 New
+$181
$1770%2 New
+$177
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