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
151
$6.81K 0.01%
+82
152
$6.54K 0.01%
+95
153
$6.51K 0.01%
+130
154
$6.26K 0.01%
+559
155
$5.97K ﹤0.01%
+1,058
156
$5.71K ﹤0.01%
+250
157
$5.58K ﹤0.01%
+130
158
$5.47K ﹤0.01%
+181
159
$5.34K ﹤0.01%
+62
160
$5.25K ﹤0.01%
+50
161
$5.19K ﹤0.01%
+92
162
$5.12K ﹤0.01%
+22
163
$4.95K ﹤0.01%
+150
164
$4.85K ﹤0.01%
+15
165
$4.84K ﹤0.01%
+56
166
$4.74K ﹤0.01%
+29
167
$4.7K ﹤0.01%
+44
168
$4.51K ﹤0.01%
+70
169
$4.4K ﹤0.01%
+150
170
$4.4K ﹤0.01%
+80
171
$4.38K ﹤0.01%
+342
172
$4.18K ﹤0.01%
+178
173
$4.15K ﹤0.01%
+39
174
$3.76K ﹤0.01%
+28
175
$3.76K ﹤0.01%
+20
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