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
201
$2.44K ﹤0.01%
+8
202
$2.44K ﹤0.01%
+161
203
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+30
204
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+24
205
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206
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+12
207
$2.3K ﹤0.01%
+29
208
$2.29K ﹤0.01%
+11
209
$2.23K ﹤0.01%
+20
210
$2.22K ﹤0.01%
+50
211
$2.16K ﹤0.01%
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212
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+1
213
$2K ﹤0.01%
+29
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$1.99K ﹤0.01%
+58
215
$1.99K ﹤0.01%
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216
$1.93K ﹤0.01%
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$1.82K ﹤0.01%
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218
$1.8K ﹤0.01%
+22
219
$1.76K ﹤0.01%
+10
220
$1.74K ﹤0.01%
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221
$1.69K ﹤0.01%
+14
222
$1.67K ﹤0.01%
+43
223
$1.63K ﹤0.01%
+16
224
$1.62K ﹤0.01%
+6
225
$1.6K ﹤0.01%
+10
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