HWP

Highline Wealth Partners Portfolio holdings

AUM $355M
1-Year Est. Return 19.43%
This Quarter Est. Return
1 Year Est. Return
+19.43%
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 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$3.72K ﹤0.01%
+102
177
$3.6K ﹤0.01%
+28
178
$3.57K ﹤0.01%
+483
179
$3.57K ﹤0.01%
+21
180
$3.48K ﹤0.01%
+56
181
$3.38K ﹤0.01%
+33
182
$3.31K ﹤0.01%
+41
183
$3.31K ﹤0.01%
+101
184
$3.3K ﹤0.01%
+44
185
$3.24K ﹤0.01%
+81
186
$3.16K ﹤0.01%
+35
187
$3.07K ﹤0.01%
+43
188
$3K ﹤0.01%
+80
189
$2.99K ﹤0.01%
+13
190
$2.92K ﹤0.01%
+190
191
$2.9K ﹤0.01%
+10
192
$2.86K ﹤0.01%
+296
193
$2.84K ﹤0.01%
+40
194
$2.82K ﹤0.01%
+100
195
$2.73K ﹤0.01%
+14
196
$2.71K ﹤0.01%
+70
197
$2.67K ﹤0.01%
+23
198
$2.66K ﹤0.01%
+37
199
$2.6K ﹤0.01%
+45
200
$2.46K ﹤0.01%
+11
6 7
8
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