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
$355M
AUM Growth
-$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,175
New
Increased
Reduced
Closed

Top Buys

1 +$9.89M
2 +$3.69M
3 +$2.95M
4
AMD icon
Advanced Micro Devices
AMD
+$1.74M
5
JPM icon
JPMorgan Chase
JPM
+$1.28M

Top Sells

1 +$5.26M
2 +$3M
3 +$1.92M
4
QCOM icon
Qualcomm
QCOM
+$1.71M
5
DHR icon
Danaher
DHR
+$1.67M

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
VCIT icon
176
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$59.6B
$32.8K 0.01%
392
-337
PEO
177
Adams Natural Resources Fund
PEO
$631M
$32.6K 0.01%
1,500
TM icon
178
Toyota
TM
$302B
$32.5K 0.01%
152
+73
CRWV
179
CoreWeave Inc
CRWV
$50.4B
$32.2K 0.01%
+450
GDX icon
180
VanEck Gold Miners ETF
GDX
$29.2B
$32.2K 0.01%
375
-60
SAP icon
181
SAP
SAP
$272B
$31.8K 0.01%
131
-21
ITW icon
182
Illinois Tool Works
ITW
$76.4B
$31.3K 0.01%
127
+31
CL icon
183
Colgate-Palmolive
CL
$68.1B
$31.2K 0.01%
395
+95
ITA icon
184
iShares US Aerospace & Defense ETF
ITA
$14.7B
$31.1K 0.01%
145
-130
COIN icon
185
Coinbase
COIN
$65B
$31K 0.01%
137
-113
SHEL icon
186
Shell
SHEL
$211B
$30.9K 0.01%
421
-2,157
IBIT icon
187
iShares Bitcoin Trust
IBIT
$74.5B
$30.8K 0.01%
620
+120
NSC icon
188
Norfolk Southern
NSC
$65.2B
$30.5K 0.01%
106
+3
CAT icon
189
Caterpillar
CAT
$303B
$30.5K 0.01%
53
+2
LRCX icon
190
Lam Research
LRCX
$280B
$30.3K 0.01%
177
+35
T icon
191
AT&T
T
$167B
$30.1K 0.01%
1,210
-31
AMAT icon
192
Applied Materials
AMAT
$259B
$29.9K 0.01%
116
+38
MUFG icon
193
Mitsubishi UFJ Financial
MUFG
$214B
$29.7K 0.01%
1,873
+107
BX icon
194
Blackstone
BX
$126B
$29.4K 0.01%
191
-5
WELL icon
195
Welltower
WELL
$131B
$28.8K 0.01%
155
+12
TT icon
196
Trane Technologies
TT
$86.4B
$28.8K 0.01%
74
-7
SPGI icon
197
S&P Global
SPGI
$165B
$28.8K 0.01%
55
+12
PFE icon
198
Pfizer
PFE
$146B
$28.6K 0.01%
1,147
+178
MDT icon
199
Medtronic
MDT
$124B
$28.4K 0.01%
296
+89
IUS icon
200
Invesco RAFI Strategic US ETF
IUS
$716M
$28.2K 0.01%
493