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
$355M
AUM Growth
-$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,175
New
Increased
Reduced
Closed

Top Buys

1 +$9.9M
2 +$3.7M
3 +$2.96M
4
AMD icon
Advanced Micro Devices
AMD
+$1.82M
5
JPM icon
JPMorgan Chase
JPM
+$1.23M

Top Sells

1 +$5.76M
2 +$3.15M
3 +$2.05M
4
QCOM icon
Qualcomm
QCOM
+$1.71M
5
DHR icon
Danaher
DHR
+$1.61M

Sector Composition

1 Technology 19.95%
2 Financials 7.15%
3 Communication Services 6.14%
4 Consumer Discretionary 5.35%
5 Consumer Staples 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
GFR icon
226
Greenfire Resources
GFR
$750M
$23.8K 0.01%
+5,000
NQP icon
227
Nuveen Pennsylvania Quality Municipal Income Fund
NQP
$449M
$23.8K 0.01%
2,000
-1,000
IWC icon
228
iShares Micro-Cap ETF
IWC
$1.29B
$23.7K 0.01%
+150
UBER icon
229
Uber
UBER
$146B
$23.5K 0.01%
288
-24
AAPU icon
230
Direxion Shares ETF Trust Direxion Daily AAPL Bull 2X ETF
AAPU
$154M
$23.5K 0.01%
+700
URA icon
231
Global X Uranium ETF
URA
$6.98B
$23.5K 0.01%
550
+430
ARKQ icon
232
ARK Autonomous Technology & Robotics ETF
ARKQ
$1.93B
$23.3K 0.01%
203
-145
VZ icon
233
Verizon
VZ
$200B
$23.1K 0.01%
566
-20,122
NVO icon
234
Novo Nordisk
NVO
$166B
$23K 0.01%
452
-83
TRV icon
235
Travelers Companies
TRV
$64.1B
$22.9K 0.01%
79
+20
WRBY icon
236
Warby Parker
WRBY
$2.61B
$22.9K 0.01%
+1,050
HDB icon
237
HDFC Bank
HDB
$137B
$22.9K 0.01%
626
-48
COP icon
238
ConocoPhillips
COP
$150B
$22.7K 0.01%
243
+95
CEG icon
239
Constellation Energy
CEG
$102B
$22.4K 0.01%
63
-4
VALE icon
240
Vale
VALE
$71.5B
$22.1K 0.01%
1,699
+772
USB icon
241
US Bancorp
USB
$85.9B
$21.9K 0.01%
410
+13
SAN icon
242
Banco Santander
SAN
$176B
$21.8K 0.01%
1,855
WM icon
243
Waste Management
WM
$93.2B
$21.7K 0.01%
99
+9
VRT icon
244
Vertiv
VRT
$110B
$21.7K 0.01%
134
-550
SNOW icon
245
Snowflake
SNOW
$45.7B
$21.5K 0.01%
98
BKNG icon
246
Booking.com
BKNG
$140B
$21.4K 0.01%
100
+25
UL icon
247
Unilever
UL
$128B
$21.3K 0.01%
326
+4
BTI icon
248
British American Tobacco
BTI
$127B
$21.3K 0.01%
376
KKR icon
249
KKR & Co
KKR
$83.8B
$20.9K 0.01%
164
-17
APP icon
250
Applovin
APP
$128B
$20.9K 0.01%
31
+7