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
$391M
AUM Growth
+$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,397
New
Increased
Reduced
Closed

Top Sells

1 +$2.7M
2 +$1.12M
3 +$638K
4
BLK icon
Blackrock
BLK
+$570K
5
DLR icon
Digital Realty Trust
DLR
+$487K

Sector Composition

1 Technology 16.07%
2 Financials 5.97%
3 Communication Services 5.34%
4 Consumer Discretionary 4.47%
5 Consumer Staples 1.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VICI icon
1151
VICI Properties
VICI
$30.8B
$1.01K ﹤0.01%
37
-55
IREN icon
1152
Iris Energy
IREN
$16.2B
$994 ﹤0.01%
+29
FTAI icon
1153
FTAI Aviation
FTAI
$26.4B
$980 ﹤0.01%
4
+2
GL icon
1154
Globe Life
GL
$11.9B
$974 ﹤0.01%
+7
AXTA icon
1155
Axalta
AXTA
$6.33B
$970 ﹤0.01%
35
-97
YETI icon
1156
Yeti Holdings
YETI
$3.13B
$951 ﹤0.01%
+26
MICC
1157
The Magnum Ice Cream Company N.V.
MICC
$8.69B
$942 ﹤0.01%
+63
KD icon
1158
Kyndryl
KD
$3.3B
$932 ﹤0.01%
+71
HLN icon
1159
Haleon
HLN
$43.1B
$921 ﹤0.01%
92
FIVE icon
1160
Five Below
FIVE
$13.7B
$914 ﹤0.01%
4
+3
DKNG icon
1161
DraftKings
DKNG
$11.3B
$908 ﹤0.01%
+42
APTV icon
1162
Aptiv
APTV
$13B
$903 ﹤0.01%
+13
UHS icon
1163
Universal Health Services
UHS
$11B
$901 ﹤0.01%
5
AVY icon
1164
Avery Dennison
AVY
$13.2B
$894 ﹤0.01%
5
OSK icon
1165
Oshkosh
OSK
$9.51B
$883 ﹤0.01%
+6
HSDT icon
1166
Solana Company
HSDT
$116M
$865 ﹤0.01%
500
ELF icon
1167
e.l.f. Beauty
ELF
$4.04B
$849 ﹤0.01%
+14
FUTU icon
1168
Futu Holdings
FUTU
$23.1B
$821 ﹤0.01%
6
LOGI icon
1169
Logitech
LOGI
$14.7B
$820 ﹤0.01%
9
VFC icon
1170
VF Corp
VFC
$8.41B
$816 ﹤0.01%
48
+37
SLGN icon
1171
Silgan Holdings
SLGN
$4.41B
$815 ﹤0.01%
+21
HBAN icon
1172
Huntington Bancshares
HBAN
$34.8B
$814 ﹤0.01%
52
SWK icon
1173
Stanley Black & Decker
SWK
$11.7B
$782 ﹤0.01%
+11
IONQ icon
1174
IonQ
IONQ
$17.7B
$778 ﹤0.01%
27
PNFP icon
1175
Pinnacle Financial Partners Inc
PNFP
$14.8B
$775 ﹤0.01%
9