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
201
$2.44K ﹤0.01%
+161
202
$2.42K ﹤0.01%
+30
203
$2.38K ﹤0.01%
+24
204
$2.38K ﹤0.01%
+7
205
$2.35K ﹤0.01%
+12
206
$2.3K ﹤0.01%
+29
207
$2.29K ﹤0.01%
+11
208
$2.23K ﹤0.01%
+20
209
$2.22K ﹤0.01%
+50
210
$2.16K ﹤0.01%
+26
211
$2.14K ﹤0.01%
+1
212
$2K ﹤0.01%
+29
213
$1.99K ﹤0.01%
+58
214
$1.99K ﹤0.01%
+46
215
$1.93K ﹤0.01%
+5
216
$1.82K ﹤0.01%
+4
217
$1.8K ﹤0.01%
+22
218
$1.76K ﹤0.01%
+10
219
$1.74K ﹤0.01%
+21
220
$1.69K ﹤0.01%
+14
221
$1.67K ﹤0.01%
+43
222
$1.63K ﹤0.01%
+16
223
$1.62K ﹤0.01%
+6
224
$1.6K ﹤0.01%
+10
225
$1.55K ﹤0.01%
+10
7 8
9
10 11