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
651
$2.38K ﹤0.01%
+18
652
$2.36K ﹤0.01%
+35
653
$2.36K ﹤0.01%
+51
654
$2.33K ﹤0.01%
+99
655
$2.33K ﹤0.01%
+26
656
$2.32K ﹤0.01%
+97
657
$2.31K ﹤0.01%
+20
658
$2.31K ﹤0.01%
+175
659
$2.3K ﹤0.01%
+21
660
$2.3K ﹤0.01%
+94
661
$2.29K ﹤0.01%
+71
662
$2.29K ﹤0.01%
+20
663
$2.28K ﹤0.01%
+42
664
$2.27K ﹤0.01%
+128
665
$2.26K ﹤0.01%
+15
666
$2.26K ﹤0.01%
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667
$2.25K ﹤0.01%
+39
668
$2.23K ﹤0.01%
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669
$2.22K ﹤0.01%
+36
670
$2.2K ﹤0.01%
+57
671
$2.2K ﹤0.01%
+20
672
$2.19K ﹤0.01%
+9
673
$2.19K ﹤0.01%
+29
674
$2.18K ﹤0.01%
+15
675
$2.16K ﹤0.01%
+24
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