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
576
$3.78K ﹤0.01%
+30
577
$3.78K ﹤0.01%
+53
578
$3.76K ﹤0.01%
+107
579
$3.72K ﹤0.01%
+8
580
$3.7K ﹤0.01%
+72
581
$3.66K ﹤0.01%
+101
582
$3.64K ﹤0.01%
+24
583
$3.61K ﹤0.01%
+104
584
$3.6K ﹤0.01%
+37
585
$3.58K ﹤0.01%
+129
586
$3.56K ﹤0.01%
+111
587
$3.56K ﹤0.01%
+29
588
$3.55K ﹤0.01%
+52
589
$3.55K ﹤0.01%
+27
590
$3.54K ﹤0.01%
+156
591
$3.53K ﹤0.01%
+90
592
$3.48K ﹤0.01%
+53
593
$3.48K ﹤0.01%
+22
594
$3.46K ﹤0.01%
+26
595
$3.44K ﹤0.01%
+50
596
$3.44K ﹤0.01%
+79
597
$3.44K ﹤0.01%
+95
598
$3.42K ﹤0.01%
+33
599
$3.41K ﹤0.01%
+31
600
$3.4K ﹤0.01%
+60
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