HWP

Highline Wealth Partners Portfolio holdings

AUM $372M
1-Year Est. Return 22.18%
This Quarter Est. Return
1 Year Est. Return
+22.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$338M
AUM Growth
+$40.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,100
New
Increased
Reduced
Closed

Top Buys

1
+$5.6M
2
+$2.36M
3
+$1.91M
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$1.45M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.16M

Top Sells

1
+$2.3M
2
+$1.79M
3
+$913K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$913K
5
AAPL icon
Apple
AAPL
+$399K

Sector Composition

1 Technology 20%
2 Financials 7.61%
3 Communication Services 6.21%
4 Consumer Discretionary 5.82%
5 Consumer Staples 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SOLT
151
2x Solana ETF
SOLT
$365M
$42.6K 0.01%
+2,600
JNJ icon
152
Johnson & Johnson
JNJ
$465B
$42.3K 0.01%
277
+25
HYGH icon
153
iShares Interest Rate Hedged High Yield Bond ETF
HYGH
$438M
$42K 0.01%
486
+4
T icon
154
AT&T
T
$188B
$42K 0.01%
1,450
+519
PM icon
155
Philip Morris
PM
$246B
$40.9K 0.01%
225
+19
EFV icon
156
iShares MSCI EAFE Value ETF
EFV
$27.4B
$40.8K 0.01%
642
-356
TLT icon
157
iShares 20+ Year Treasury Bond ETF
TLT
$49.1B
$39.7K 0.01%
450
NVO icon
158
Novo Nordisk
NVO
$242B
$37.5K 0.01%
544
-39
GSG icon
159
iShares S&P GSCI Commodity-Indexed Trust
GSG
$973M
$37.5K 0.01%
1,700
GEV icon
160
GE Vernova
GEV
$163B
$37.1K 0.01%
70
+18
MELI icon
161
Mercado Libre
MELI
$103B
$36.6K 0.01%
14
+11
DBEF icon
162
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$8.26B
$35.4K 0.01%
+809
SPHQ icon
163
Invesco S&P 500 Quality ETF
SPHQ
$15.2B
$35.1K 0.01%
493
NVS icon
164
Novartis
NVS
$254B
$35.1K 0.01%
290
+131
DGRW icon
165
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.6B
$34.6K 0.01%
413
IBM icon
166
IBM
IBM
$262B
$32.7K 0.01%
111
+51
TT icon
167
Trane Technologies
TT
$92.5B
$32.4K 0.01%
74
+8
TZA icon
168
Direxion Daily Small Cap Bear 3x Shares
TZA
$320M
$32K 0.01%
+2,700
BTC
169
Grayscale Bitcoin Mini Trust ETF
BTC
$4.65B
$30.9K 0.01%
647
NDAQ icon
170
Nasdaq
NDAQ
$50.8B
$30.7K 0.01%
343
+5
ZS icon
171
Zscaler
ZS
$47.5B
$30.5K 0.01%
97
XLE icon
172
Energy Select Sector SPDR Fund
XLE
$25.8B
$29.8K 0.01%
351
+300
BAC icon
173
Bank of America
BAC
$376B
$29.4K 0.01%
621
-536
IBB icon
174
iShares Biotechnology ETF
IBB
$6.17B
$29.1K 0.01%
230
+25
MDLZ icon
175
Mondelez International
MDLZ
$80.8B
$29K 0.01%
430
+83
5 6
7
8 9