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
676
$2.12K ﹤0.01%
+17
677
$2.12K ﹤0.01%
24
678
$2.11K ﹤0.01%
36
679
$2.1K ﹤0.01%
18
-2
680
$2.09K ﹤0.01%
28
-1
681
$2.08K ﹤0.01%
11
682
$2.08K ﹤0.01%
15
683
$2.06K ﹤0.01%
150
-15
684
$2.06K ﹤0.01%
32
685
$2.06K ﹤0.01%
102
-81
686
$2.04K ﹤0.01%
131
-126
687
$2.04K ﹤0.01%
65
688
$2.04K ﹤0.01%
179
-346
689
$2.03K ﹤0.01%
24
690
$2.03K ﹤0.01%
36
691
$1.99K ﹤0.01%
47
-1
692
$1.96K ﹤0.01%
26
+6
693
$1.96K ﹤0.01%
7
694
$1.93K ﹤0.01%
27
-2
695
$1.88K ﹤0.01%
101
-119
696
$1.87K ﹤0.01%
111
697
$1.86K ﹤0.01%
31
-710
698
$1.84K ﹤0.01%
32
699
$1.81K ﹤0.01%
+34
700
$1.81K ﹤0.01%
28
26 27
28
29 30