HWP

Highline Wealth Partners Portfolio holdings

AUM $391M
1-Year Est. Return 20%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20%
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
126
$14.3K 0.01%
+79
127
$13.8K 0.01%
+500
128
$12.9K 0.01%
+175
129
$12.8K 0.01%
+480
130
$12.4K 0.01%
+79
131
$11.6K 0.01%
+270
132
$11.6K 0.01%
+78
133
$11.4K 0.01%
+154
134
$11.1K 0.01%
+77
135
$10.8K 0.01%
+61
136
$10.7K 0.01%
+123
137
$10.6K 0.01%
+341
138
$10.5K 0.01%
+186
139
$10.2K 0.01%
+76
140
$9.96K 0.01%
+80
141
$9.65K 0.01%
+103
142
$8.72K 0.01%
+409
143
$8.62K 0.01%
+17
144
$8.11K 0.01%
+56
145
$7.96K 0.01%
+28
146
$7.72K 0.01%
+125
147
$7.16K 0.01%
+26
148
$7.01K 0.01%
+70
149
$6.99K 0.01%
+50
150
$6.81K 0.01%
+82
4 5
6
7 8