HNW

High Note Wealth Portfolio holdings

AUM $498M
1-Year Est. Return 20.15%
This Quarter Est. Return
1 Year Est. Return
+20.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$384M
AUM Growth
+$34.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
898
New
Increased
Reduced
Closed

Top Buys

1
+$6.81M
2
+$6.56M
3
+$6.49M
4
SCUS
Schwab Ultra-Short Income ETF
SCUS
+$6.15M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$4.59M

Top Sells

1
+$2.8M
2
+$2.28M
3
+$1.96M
4
MPC icon
Marathon Petroleum
MPC
+$1.15M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.06M

Sector Composition

1 Technology 11.26%
2 Healthcare 6.9%
3 Consumer Discretionary 5.73%
4 Financials 4.69%
5 Communication Services 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$6.83K ﹤0.01%
+50
352
$6.8K ﹤0.01%
+20
353
$6.79K ﹤0.01%
+213
354
$6.78K ﹤0.01%
+685
355
$6.78K ﹤0.01%
+76
356
$6.74K ﹤0.01%
+61
357
$6.71K ﹤0.01%
+63
358
$6.66K ﹤0.01%
+44
359
$6.64K ﹤0.01%
+54
360
$6.6K ﹤0.01%
+68
361
$6.59K ﹤0.01%
+52
362
$6.58K ﹤0.01%
+29
363
$6.54K ﹤0.01%
+209
364
$6.54K ﹤0.01%
+45
365
$6.51K ﹤0.01%
+82
366
$6.5K ﹤0.01%
+312
367
$6.45K ﹤0.01%
+75
368
$6.36K ﹤0.01%
+23
369
$6.28K ﹤0.01%
+98
370
$6.27K ﹤0.01%
+22
371
$6.27K ﹤0.01%
+27
372
$6.25K ﹤0.01%
+230
373
$6.25K ﹤0.01%
+117
374
$6.17K ﹤0.01%
+110
375
$6.13K ﹤0.01%
+217
13 14
15
16 17