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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
BMY icon
26
Bristol-Myers Squibb
BMY
$110B
$15.9M 1.13%
262,236
+157,753
NFLX icon
27
Netflix
NFLX
$326B
$15M 1.06%
155,691
+104,054
ABBV icon
28
AbbVie
ABBV
$382B
$14.6M 1.03%
66,960
+44,736
IHI icon
29
iShares US Medical Devices ETF
IHI
$3.05B
$14.1M 1%
263,760
+182,020
IEFA icon
30
iShares Core MSCI EAFE ETF
IEFA
$185B
$12.8M 0.91%
141,903
+106,626
MRNA icon
31
Moderna
MRNA
$25.4B
$12.3M 0.87%
242,184
+137,118
GSK icon
32
GSK
GSK
$102B
$10.8M 0.77%
195,567
+138,962
BOND icon
33
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.04B
$10.4M 0.74%
112,338
+70,588
TSLA icon
34
Tesla
TSLA
$1.5T
$8.67M 0.62%
23,325
+15,532
CRWD icon
35
CrowdStrike
CRWD
$174B
$7.58M 0.54%
19,416
+13,880
UVIX icon
36
2x Long VIX Futures ETF
UVIX
$320M
$7.57M 0.54%
+874,144
GH icon
37
Guardant Health
GH
$17.5B
$7.08M 0.5%
76,700
+38,916
GGLS icon
38
Direxion Daily GOOGL Bear 1X ETF
GGLS
$14.6M
$5.94M 0.42%
+814,278
IEMG icon
39
iShares Core MSCI Emerging Markets ETF
IEMG
$166B
$4.97M 0.35%
71,235
+68,067
GSLC icon
40
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.4B
$4.94M 0.35%
39,441
+26,604
AVGO icon
41
Broadcom
AVGO
$1.96T
$4.17M 0.3%
13,479
+9,322
VTI icon
42
Vanguard Total Stock Market ETF
VTI
$656B
$4.05M 0.29%
12,624
+7,577
GLL icon
43
ProShares UltraShort Gold
GLL
$122M
$3.8M 0.27%
+188,073
MUB icon
44
iShares National Muni Bond ETF
MUB
$45.3B
$3.73M 0.26%
35,109
+18,954
CB icon
45
Chubb
CB
$125B
$3.24M 0.23%
9,930
+6,622
SMH icon
46
VanEck Semiconductor ETF
SMH
$75.4B
$3.01M 0.21%
7,863
+4,859
TUSI icon
47
Touchstone Ultra Short Income ETF
TUSI
$544M
$2.59M 0.18%
102,290
+28,085
SVIX icon
48
-1x Short VIX Futures ETF
SVIX
$213M
$2.23M 0.16%
+142,125
VIG icon
49
Vanguard Dividend Appreciation ETF
VIG
$109B
$2.05M 0.15%
9,552
+4,687
JPM icon
50
JPMorgan Chase
JPM
$871B
$2.03M 0.14%
6,896
+2,148
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