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
$372M
AUM Growth
+$33.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,139
New
Increased
Reduced
Closed

Top Buys

1
+$5.72M
2
+$2.27M
3
+$904K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$884K
5
FRDM icon
Freedom 100 Emerging Markets ETF
FRDM
+$776K

Top Sells

1
+$3.18M
2
+$3.01M
3
+$606K
4
DLR icon
Digital Realty Trust
DLR
+$389K
5
IEMG icon
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
NTES icon
126
NetEase
NTES
$87.4B
$88.6K 0.02%
583
+36
BILS icon
127
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
$3.91B
$86.3K 0.02%
867
-924
IWR icon
128
iShares Russell Mid-Cap ETF
IWR
$48.5B
$86.1K 0.02%
892
+154
COIN icon
129
Coinbase
COIN
$65B
$84.4K 0.02%
250
+113
TTWO icon
130
Take-Two Interactive
TTWO
$44.4B
$81.9K 0.02%
317
JNJ icon
131
Johnson & Johnson
JNJ
$527B
$81.8K 0.02%
441
+164
GEV icon
132
GE Vernova
GEV
$185B
$81.2K 0.02%
132
+62
HVT icon
133
Haverty Furniture Companies
HVT
$428M
$81.1K 0.02%
3,700
ABT icon
134
Abbott
ABT
$212B
$76.7K 0.02%
572
-2
UNH icon
135
UnitedHealth
UNH
$300B
$76.6K 0.02%
222
+1
IXN icon
136
iShares Global Tech ETF
IXN
$6.77B
$75.9K 0.02%
735
RDNT icon
137
RadNet
RDNT
$5.49B
$74.6K 0.02%
979
SCHG icon
138
Schwab US Large-Cap Growth ETF
SCHG
$52.6B
$74.2K 0.02%
2,325
SHY icon
139
iShares 1-3 Year Treasury Bond ETF
SHY
$23.7B
$74.2K 0.02%
+894
QUAL icon
140
iShares MSCI USA Quality Factor ETF
QUAL
$49.1B
$73.8K 0.02%
379
ISRG icon
141
Intuitive Surgical
ISRG
$190B
$73.8K 0.02%
165
-186
SCHF icon
142
Schwab International Equity ETF
SCHF
$57.8B
$67.6K 0.02%
2,905
ABBV icon
143
AbbVie
ABBV
$379B
$67.1K 0.02%
290
+146
IJR icon
144
iShares Core S&P Small-Cap ETF
IJR
$94.1B
$65K 0.02%
547
CRSP icon
145
CRISPR Therapeutics
CRSP
$5.1B
$64.8K 0.02%
1,000
HON icon
146
Honeywell
HON
$139B
$64.7K 0.02%
307
+43
BABA icon
147
Alibaba
BABA
$395B
$63.1K 0.02%
353
-272
VCIT icon
148
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$59.6B
$61.3K 0.02%
+729
CSCO icon
149
Cisco
CSCO
$297B
$60.5K 0.02%
884
+27
IEI icon
150
iShares 3-7 Year Treasury Bond ETF
IEI
$17.7B
$59.9K 0.02%
+501
4 5
6
7 8