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
476
$4.59K ﹤0.01%
+23
477
$4.56K ﹤0.01%
+71
478
$4.55K ﹤0.01%
+32
479
$4.55K ﹤0.01%
+71
480
$4.54K ﹤0.01%
+90
481
$4.54K ﹤0.01%
+111
482
$4.53K ﹤0.01%
+128
483
$4.51K ﹤0.01%
+47
484
$4.48K ﹤0.01%
+18
485
$4.48K ﹤0.01%
+66
486
$4.47K ﹤0.01%
+143
487
$4.47K ﹤0.01%
+137
488
$4.47K ﹤0.01%
+91
489
$4.46K ﹤0.01%
+124
490
$4.44K ﹤0.01%
+84
491
$4.43K ﹤0.01%
+95
492
$4.42K ﹤0.01%
+48
493
$4.42K ﹤0.01%
+52
494
$4.41K ﹤0.01%
+103
495
$4.41K ﹤0.01%
+105
496
$4.41K ﹤0.01%
+7
497
$4.4K ﹤0.01%
+46
498
$4.4K ﹤0.01%
+254
499
$4.39K ﹤0.01%
+116
500
$4.38K ﹤0.01%
+52
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