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Hamilton Wealth Portfolio holdings

AUM $1.41B
1-Year Est. Return 34.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+34.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.41B
AUM Growth
+$884M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$64.9M
2
+$64.8M
3
+$63.6M
4
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$61.6M
5
MSFT icon
Microsoft
MSFT
+$61.2M

Top Sells

1
+$10.7M
2
+$9.33M
3
+$9.33M
4
DAX icon
Global X DAX Germany ETF
DAX
+$8.81M
5
SQQQ icon
ProShares UltraPro Short QQQ
SQQQ
+$8.13M

Sector Composition

1 Technology 23.52%
2 Communication Services 11.58%
3 Healthcare 7.55%
4 Consumer Discretionary 5.98%
5 Financials 0.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
1
Apple
AAPL
$4.38T
$92.5M 6.56%
364,434
+244,347
VYMI icon
2
Vanguard International High Dividend Yield ETF
VYMI
$19.4B
$91M 6.46%
966,063
+646,107
NVDA icon
3
NVIDIA
NVDA
$5.1T
$90.4M 6.41%
518,280
+352,979
GOOGL icon
4
Alphabet (Google) Class A
GOOGL
$4.49T
$89.6M 6.36%
311,673
+206,700
MSFT icon
5
Microsoft
MSFT
$2.82T
$75.8M 5.38%
204,636
+146,226
AMZN icon
6
Amazon
AMZN
$2.63T
$74.5M 5.28%
357,516
+241,202
SMTH icon
7
ALPS Smith Core Plus Bond ETF
SMTH
$2.83B
$68.3M 4.85%
2,653,258
+1,315,762
IAU icon
8
iShares Gold Trust
IAU
$65.5B
$65.4M 4.64%
742,179
+468,115
GCOW icon
9
Pacer Global Cash Cows Dividend ETF
GCOW
$3.18B
$58.8M 4.17%
1,271,100
+888,023
GLD icon
10
SPDR Gold Trust
GLD
$137B
$58M 4.11%
134,685
+84,991
USO icon
11
United States Oil Fund
USO
$1.71B
$55M 3.9%
+432,228
VEA icon
12
Vanguard FTSE Developed Markets ETF
VEA
$233B
$52.6M 3.73%
820,233
+547,072
TSM icon
13
TSMC
TSM
$2.4T
$42.3M 3%
125,103
+83,743
META icon
14
Meta Platforms (Facebook)
META
$1.47T
$37.6M 2.67%
65,727
+43,733
USFR icon
15
WisdomTree Floating Rate Treasury Fund
USFR
$17.5B
$32.4M 2.3%
643,608
+553,898
EWZ icon
16
iShares MSCI Brazil ETF
EWZ
$9.08B
$26.1M 1.85%
680,850
+380,782
MRK icon
17
Merck
MRK
$281B
$23.5M 1.67%
195,102
+78,556
GOOG icon
18
Alphabet (Google) Class C
GOOG
$4.48T
$19.8M 1.41%
69,063
+41,033
SPXS icon
19
Direxion Daily S&P 500 Bear 3x ETF
SPXS
$327M
$19.1M 1.36%
+471,924
VPU
20
Vanguard Utilities ETF
VPU
$8.61B
$18.9M 1.34%
95,361
+66,780
PANW icon
21
Palo Alto Networks
PANW
$235B
$18.2M 1.29%
113,607
+89,601
GILD icon
22
Gilead Sciences
GILD
$154B
$16.6M 1.18%
119,118
+80,751
PHO icon
23
Invesco Water Resources ETF
PHO
$1.98B
$16.5M 1.17%
247,036
+129,405
TLTW icon
24
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
TLTW
$1.96B
$16.4M 1.16%
724,400
+487,201
BND icon
25
Vanguard Total Bond Market
BND
$157B
$16.2M 1.15%
219,585
+149,527
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