HWP
Highline Wealth Partners Portfolio holdings
AUM
$372M
1-Year Est. Return
22.18%
1 Year Est. Return
+22.18%
AUM
$372M
AUM Growth
+$33.9M
(+10%)
Holding
1,139
Top Buys
| 1 | +$5.72M | |
| 2 | +$2.27M | |
| 3 | +$904K | |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$884K |
| 5 |
Freedom 100 Emerging Markets ETF
FRDM
|
+$776K |
Top Sells
| 1 | +$3.18M | |
| 2 | +$3.01M | |
| 3 | +$606K | |
| 4 |
Digital Realty Trust
DLR
|
+$389K |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$322K |
Sector Composition
| 1 | Technology | 21.46% |
| 2 | Financials | 7.52% |
| 3 | Communication Services | 6.35% |
| 4 | Consumer Discretionary | 5.98% |
| 5 | Consumer Staples | 2.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Wells Fargo
WFC
$262B
| $1.15M | 0.31% |
13,763
+7
|
|
||
52
Walt Disney
DIS
$199B
| $1.15M | 0.31% |
10,011
+42
|
|
||
|
ETHW
53
Bitwise Ethereum ETF
ETHW
$371M
| $1.07M | 0.29% |
35,951
+769
|
|
||
54
Starbucks
SBUX
$97B
| $980K | 0.26% |
11,584
+1
|
|
||
55
McDonald's
MCD
$220B
| $952K | 0.26% |
3,131
+41
|
|
||
56
MetLife
MET
$52.2B
| $939K | 0.25% |
11,404
-1
|
|
||
57
Simon Property Group
SPG
$58.1B
| $913K | 0.25% |
4,866
+1
|
|
||
58
Verizon
VZ
$171B
| $909K | 0.24% |
20,688
+304
|
|
||
59
Vanguard California Tax-Exempt Bond ETF
VTEC
$1.3B
| $904K | 0.24% |
+9,063
|
|
||
60
Merck
MRK
$212B
| $896K | 0.24% |
10,673
+73
|
|
||
61
Global X Defense Tech ETF
SHLD
$4.17B
| $896K | 0.24% |
12,752
+9,327
|
|
||
62
Netflix
NFLX
$510B
| $875K | 0.24% |
730
-32
|
|
||
|
63
Freedom 100 Emerging Markets ETF
FRDM
$1.5B
| $776K | 0.21% |
+17,507
|
|
||
64
Coca-Cola
KO
$295B
| $739K | 0.2% |
11,143
-75
|
|
||
65
American Tower
AMT
$89.6B
| $672K | 0.18% |
3,492
-26
|
|
||
66
Fortive
FTV
$16.5B
| $672K | 0.18% |
13,707
-25
|
|
||
67
Boeing
BA
$161B
| $666K | 0.18% |
3,087
+21
|
|
||
68
Nike
NKE
$99.6B
| $645K | 0.17% |
9,249
+7
|
|
||
69
BHP
BHP
$141B
| $579K | 0.16% |
10,387
+195
|
|
||
70
ServiceNow
NOW
$188B
| $557K | 0.15% |
605
-18
|
|
||
71
Cigna
CI
$79.9B
| $542K | 0.15% |
1,879
-24
|
|
||
72
3M
MMM
$81.3B
| $534K | 0.14% |
3,439
|
|
||
73
American Water Works
AWK
$28.1B
| $485K | 0.13% |
3,486
|
|
||
74
Procter & Gamble
PG
$354B
| $478K | 0.13% |
3,113
+66
|
|
||
75
Nucor
NUE
$30.2B
| $466K | 0.13% |
3,438
|
|