HNW
High Note Wealth Portfolio holdings
AUM
$498M
1-Year Est. Return
20.15%
1 Year Est. Return
+20.15%
AUM
$498M
AUM Growth
+$61.2M
(+14%)
Holding
1,008
Top Buys
| 1 | +$5.13M | |
| 2 | +$3.24M | |
| 3 | +$3.11M | |
| 4 |
NVIDIA
NVDA
|
+$3.09M |
| 5 |
Meta Platforms (Facebook)
META
|
+$2.7M |
Top Sells
| 1 | +$1.5M | |
| 2 | +$1.28M | |
| 3 | +$555K | |
| 4 |
State Street Industrial Select Sector SPDR ETF
XLI
|
+$451K |
| 5 |
State Street Energy Select Sector SPDR ETF
XLE
|
+$405K |
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 | |
|---|---|---|---|---|---|---|
1001
Sun Communities
SUI
$16.1B
| – | – |
-27
|
|
||
1002
Terex
TEX
$3.96B
| – | – |
-51
|
|
||
1003
Treehouse Foods
THS
$1.23B
| – | – |
-159
|
|
||
1004
TC Energy
TRP
$57.2B
| – | – |
-4
|
|
||
1005
TotalEnergies
TTE
$142B
| – | – |
-4
|
|
||
1006
Tradeweb Markets
TW
$22.7B
| – | – |
-1
|
|
||
1007
UBS Group
UBS
$148B
| – | – |
-13
|
|
||
1008
Unilever
UL
$141B
| – | – |
-8
|
|