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
126
$14.4K 0.01%
+610
127
$14.3K 0.01%
+79
128
$13.8K 0.01%
+500
129
$12.9K 0.01%
+175
130
$12.8K 0.01%
+480
131
$12.4K 0.01%
+74
132
$11.6K 0.01%
+270
133
$11.6K 0.01%
+78
134
$11.4K 0.01%
+154
135
$11.1K 0.01%
+77
136
$10.8K 0.01%
+61
137
$10.7K 0.01%
+123
138
$10.6K 0.01%
+341
139
$10.5K 0.01%
+186
140
$10.2K 0.01%
+76
141
$9.96K 0.01%
+80
142
$9.65K 0.01%
+103
143
$8.72K 0.01%
+409
144
$8.62K 0.01%
+17
145
$8.11K 0.01%
+56
146
$7.96K 0.01%
+28
147
$7.72K 0.01%
+125
148
$7.16K 0.01%
+26
149
$7.01K 0.01%
+70
150
$6.99K 0.01%
+50
4 5
6
7 8