HW

Hamilton Wealth Portfolio holdings

AUM $479M
1-Year Est. Return 28.46%
This Quarter Est. Return
1 Year Est. Return
+28.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$479M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$9.2M
2
+$7.07M
3
+$5.5M
4
UBER icon
Uber
UBER
+$5.03M
5
ABBV icon
AbbVie
ABBV
+$4.92M

Top Sells

1
+$11.7M
2
+$8.96M
3
+$8.72M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$6.96M
5
FXF icon
Invesco CurrencyShares Swiss Franc Trust
FXF
+$6.91M

Sector Composition

1 Technology 23.95%
2 Communication Services 11.87%
3 Healthcare 7.75%
4 Consumer Discretionary 6.34%
5 Financials 1.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UBER icon
26
Uber
UBER
$166B
$5.03M 1.05%
+51,361
ABBV icon
27
AbbVie
ABBV
$394B
$4.92M 1.03%
+21,229
IBB icon
28
iShares Biotechnology ETF
IBB
$8.5B
$4.85M 1.01%
+33,587
PANW icon
29
Palo Alto Networks
PANW
$130B
$4.81M 1%
23,600
+1,560
IHI icon
30
iShares US Medical Devices ETF
IHI
$4.17B
$4.73M 0.99%
78,735
+3,869
GCOW icon
31
Pacer Global Cash Cows Dividend ETF
GCOW
$2.64B
$4.5M 0.94%
113,685
+9,477
IXJ icon
32
iShares Global Healthcare ETF
IXJ
$4.42B
$4.39M 0.92%
+49,530
BOND icon
33
PIMCO Active Bond Exchange-Traded Fund
BOND
$6.69B
$4.07M 0.85%
43,631
-8,756
GILD icon
34
Gilead Sciences
GILD
$151B
$4.01M 0.84%
36,159
+2,322
TSLA icon
35
Tesla
TSLA
$1.61T
$3.57M 0.74%
8,029
+7,003
USFR icon
36
WisdomTree Floating Rate Treasury Fund
USFR
$16.5B
$3.17M 0.66%
63,000
+23,000
IEFA icon
37
iShares Core MSCI EAFE ETF
IEFA
$159B
$3.04M 0.63%
34,830
-9,000
MELI icon
38
Mercado Libre
MELI
$99.6B
$2.84M 0.59%
1,215
+70
CRWD icon
39
CrowdStrike
CRWD
$120B
$2.64M 0.55%
5,382
+153
HYD icon
40
VanEck High Yield Muni ETF
HYD
$3.9B
$2.21M 0.46%
+43,515
VTI icon
41
Vanguard Total Stock Market ETF
VTI
$562B
$1.69M 0.35%
5,160
-72
SHYD icon
42
VanEck Short High Yield Muni ETF
SHYD
$381M
$1.62M 0.34%
70,536
+26,151
GSLC icon
43
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.8B
$1.6M 0.33%
12,305
-1,221
SLV icon
44
iShares Silver Trust
SLV
$33.8B
$1.58M 0.33%
37,323
+28,825
BRK.A icon
45
Berkshire Hathaway Class A
BRK.A
$1.09T
$1.51M 0.31%
2
MUB icon
46
iShares National Muni Bond ETF
MUB
$41.5B
$1.43M 0.3%
13,427
-3,477
JPM icon
47
JPMorgan Chase
JPM
$852B
$1.37M 0.29%
4,343
+6
AVGO icon
48
Broadcom
AVGO
$1.56T
$1.3M 0.27%
3,951
-425
TUSI icon
49
Touchstone Ultra Short Income ETF
TUSI
$290M
$1.21M 0.25%
+47,591
TBIL
50
US Treasury 3 Month Bill ETF
TBIL
$6.31B
$1.18M 0.25%
23,694
-34,197
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