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

Top Buys

1
+$9.89M
2
+$3.69M
3
+$2.95M
4
AMD icon
Advanced Micro Devices
AMD
+$1.74M
5
JPM icon
JPMorgan Chase
JPM
+$1.28M

Top Sells

1
+$5.26M
2
+$3M
3
+$1.92M
4
QCOM icon
Qualcomm
QCOM
+$1.71M
5
DHR icon
Danaher
DHR
+$1.67M

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
LOW icon
276
Lowe's Companies
LOW
$156B
$18.4K 0.01%
76
+13
RIO icon
277
Rio Tinto
RIO
$138B
$18.3K 0.01%
229
+33
CRWD icon
278
CrowdStrike
CRWD
$114B
$17.8K 0.01%
38
+1
SNX icon
279
TD Synnex
SNX
$12B
$17.6K ﹤0.01%
117
LIN icon
280
Linde
LIN
$205B
$17.5K ﹤0.01%
41
-11
VOYG
281
Voyager Technologies
VOYG
$2.07B
$17.5K ﹤0.01%
670
CSX icon
282
CSX Corp
CSX
$67.5B
$17.3K ﹤0.01%
478
-13
D icon
283
Dominion Energy
D
$52.2B
$17.2K ﹤0.01%
294
+13
PLD icon
284
Prologis
PLD
$124B
$17.1K ﹤0.01%
134
+12
ANET icon
285
Arista Networks
ANET
$163B
$17K ﹤0.01%
130
+37
VWO icon
286
Vanguard FTSE Emerging Markets ETF
VWO
$110B
$17K ﹤0.01%
316
+228
ADSK icon
287
Autodesk
ADSK
$56.3B
$16.9K ﹤0.01%
57
+17
CRH icon
288
CRH
CRH
$82.2B
$16.8K ﹤0.01%
135
XLI icon
289
State Street Industrial Select Sector SPDR ETF
XLI
$28.3B
$16.8K ﹤0.01%
108
SIL icon
290
Global X Silver Miners ETF NEW
SIL
$5.95B
$16.7K ﹤0.01%
200
BMY icon
291
Bristol-Myers Squibb
BMY
$112B
$16.6K ﹤0.01%
307
+159
MSI icon
292
Motorola Solutions
MSI
$66.7B
$16.5K ﹤0.01%
43
+11
WMB icon
293
Williams Companies
WMB
$75.2B
$16.5K ﹤0.01%
274
-55
MRVL icon
294
Marvell Technology
MRVL
$68.2B
$16.5K ﹤0.01%
194
SMFG icon
295
Sumitomo Mitsui Financial
SMFG
$136B
$16.4K ﹤0.01%
848
TQQQ icon
296
ProShares UltraPro QQQ
TQQQ
$30B
$16.3K ﹤0.01%
309
-1
ECL icon
297
Ecolab
ECL
$78.5B
$16.3K ﹤0.01%
62
+2
GFI icon
298
Gold Fields
GFI
$44.2B
$16.3K ﹤0.01%
373
JD icon
299
JD.com
JD
$41B
$16.2K ﹤0.01%
563
+145
BK icon
300
Bank of New York Mellon
BK
$83.5B
$16K ﹤0.01%
138
10 11
12
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