HWP

Highline Wealth Partners Portfolio holdings

AUM $355M
1-Year Est. Return 19.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.45%
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
LYFT icon
1026
Lyft
LYFT
$5.36B
$329 ﹤0.01%
17
CRS icon
1027
Carpenter Technology
CRS
$19.7B
$315 ﹤0.01%
1
AR icon
1028
Antero Resources
AR
$12B
$310 ﹤0.01%
9
-48
UNM icon
1029
Unum
UNM
$12B
$310 ﹤0.01%
4
CCK icon
1030
Crown Holdings
CCK
$12.4B
$309 ﹤0.01%
3
MRP
1031
Millrose Properties Inc
MRP
$5.08B
$299 ﹤0.01%
10
LZB icon
1032
La-Z-Boy
LZB
$1.45B
$298 ﹤0.01%
8
ZION icon
1033
Zions Bancorporation
ZION
$8.47B
$293 ﹤0.01%
5
RVTY icon
1034
Revvity
RVTY
$11B
$291 ﹤0.01%
3
BBY icon
1035
Best Buy
BBY
$13.8B
$285 ﹤0.01%
4
NOK icon
1036
Nokia
NOK
$43.7B
$285 ﹤0.01%
+44
KGC icon
1037
Kinross Gold
KGC
$39.4B
$282 ﹤0.01%
+10
E icon
1038
ENI
E
$68.8B
$266 ﹤0.01%
+7
LTH icon
1039
Life Time Group Holdings
LTH
$5.71B
$266 ﹤0.01%
+10
SNN icon
1040
Smith & Nephew
SNN
$14.7B
$262 ﹤0.01%
8
PEG icon
1041
Public Service Enterprise Group
PEG
$41.7B
$241 ﹤0.01%
3
ALV icon
1042
Autoliv
ALV
$8.28B
$237 ﹤0.01%
2
RIVN icon
1043
Rivian
RIVN
$18.7B
$237 ﹤0.01%
12
HOPE icon
1044
Hope Bancorp
HOPE
$1.44B
$230 ﹤0.01%
21
AS icon
1045
Amer Sports
AS
$20B
$224 ﹤0.01%
6
LSCC icon
1046
Lattice Semiconductor
LSCC
$12.7B
$221 ﹤0.01%
3
FLUT icon
1047
Flutter Entertainment
FLUT
$19.8B
$215 ﹤0.01%
1
-2
DOW icon
1048
Dow Inc
DOW
$24.4B
$207 ﹤0.01%
9
-35
EXAS icon
1049
Exact Sciences
EXAS
$19.7B
$203 ﹤0.01%
2
VFC icon
1050
VF Corp
VFC
$7.18B
$199 ﹤0.01%
11