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
576
$3.82K ﹤0.01%
313
+173
577
$3.82K ﹤0.01%
24
+1
578
$3.81K ﹤0.01%
69
-19
579
$3.81K ﹤0.01%
+136
580
$3.8K ﹤0.01%
67
581
$3.8K ﹤0.01%
+15
582
$3.79K ﹤0.01%
49
+31
583
$3.76K ﹤0.01%
31
+2
584
$3.76K ﹤0.01%
81
585
$3.75K ﹤0.01%
152
+3
586
$3.74K ﹤0.01%
25
587
$3.74K ﹤0.01%
81
+7
588
$3.73K ﹤0.01%
83
+1
589
$3.7K ﹤0.01%
605
-71
590
$3.7K ﹤0.01%
+202
591
$3.7K ﹤0.01%
110
-99
592
$3.7K ﹤0.01%
34
-1
593
$3.7K ﹤0.01%
88
-15
594
$3.68K ﹤0.01%
88
595
$3.66K ﹤0.01%
23
596
$3.65K ﹤0.01%
22
+11
597
$3.63K ﹤0.01%
+108
598
$3.62K ﹤0.01%
35
-6
599
$3.61K ﹤0.01%
71
600
$3.6K ﹤0.01%
18
+7
22 23
24
25 26