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
101
$35K 0.03%
+1,700
102
$32.9K 0.03%
+229
103
$31K 0.03%
+735
104
$30.5K 0.02%
+403
105
$28.3K 0.02%
+1,400
106
$25.6K 0.02%
+1,156
107
$24.7K 0.02%
+256
108
$24.4K 0.02%
+280
109
$24K 0.02%
+115
110
$23.3K 0.02%
+540
111
$22.9K 0.02%
+850
112
$21.6K 0.02%
+166
113
$21.6K 0.02%
+223
114
$21.4K 0.02%
+177
115
$20.8K 0.02%
+92
116
$20.7K 0.02%
+327
117
$18.1K 0.01%
+225
118
$16.8K 0.01%
+307
119
$16.2K 0.01%
+32
120
$16K 0.01%
+48
121
$15.9K 0.01%
+279
122
$15.5K 0.01%
+419
123
$15.1K 0.01%
+192
124
$14.7K 0.01%
+821
125
$14.5K 0.01%
+181
3 4
5
6 7