HNW

High Note Wealth Portfolio holdings

AUM $509M
1-Year Est. Return 19.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$498M
AUM Growth
+$61.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,008
New
Increased
Reduced
Closed

Top Buys

1
+$4.93M
2
+$2.93M
3
+$2.89M
4
NVDA icon
NVIDIA
NVDA
+$2.88M
5
META icon
Meta Platforms (Facebook)
META
+$2.73M

Top Sells

1
+$1.41M
2
+$1.24M
3
+$521K
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$443K
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$397K

Sector Composition

1 Technology 14%
2 Consumer Discretionary 5.02%
3 Financials 4.35%
4 Communication Services 4.02%
5 Industrials 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$5.2K ﹤0.01%
58
+5
452
$5.19K ﹤0.01%
57
-6
453
$5.16K ﹤0.01%
128
-4
454
$5.16K ﹤0.01%
87
+7
455
$5.15K ﹤0.01%
55
+1
456
$5.11K ﹤0.01%
17
+9
457
$5.09K ﹤0.01%
+66
458
$5.08K ﹤0.01%
13
459
$5.05K ﹤0.01%
222
-49
460
$5.05K ﹤0.01%
88
+20
461
$5.05K ﹤0.01%
38
+8
462
$5K ﹤0.01%
73
-2
463
$4.99K ﹤0.01%
88
+20
464
$4.97K ﹤0.01%
12
-2
465
$4.97K ﹤0.01%
102
+10
466
$4.96K ﹤0.01%
78
+15
467
$4.95K ﹤0.01%
175
+99
468
$4.95K ﹤0.01%
+41
469
$4.95K ﹤0.01%
21
470
$4.94K ﹤0.01%
105
+55
471
$4.93K ﹤0.01%
21
+2
472
$4.93K ﹤0.01%
15
+1
473
$4.93K ﹤0.01%
155
-2
474
$4.92K ﹤0.01%
91
475
$4.92K ﹤0.01%
35
17 18
19
20 21