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
101
$32.9K 0.03%
+229
102
$31K 0.03%
+735
103
$30.5K 0.02%
+403
104
$28.3K 0.02%
+1,400
105
$25.6K 0.02%
+1,156
106
$24.7K 0.02%
+256
107
$24.4K 0.02%
+280
108
$24K 0.02%
+115
109
$23.3K 0.02%
+540
110
$22.9K 0.02%
+850
111
$21.6K 0.02%
+166
112
$21.6K 0.02%
+223
113
$21.4K 0.02%
+177
114
$20.8K 0.02%
+92
115
$20.7K 0.02%
+327
116
$18.1K 0.01%
+225
117
$16.8K 0.01%
+307
118
$16.2K 0.01%
+32
119
$16K 0.01%
+48
120
$15.9K 0.01%
+279
121
$15.5K 0.01%
+419
122
$15.1K 0.01%
+192
123
$14.7K 0.01%
+821
124
$14.5K 0.01%
+181
125
$14.4K 0.01%
+610
3 4
5
6 7