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
$102M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$6.17M
3
+$6.04M
4
GLD icon
SPDR Gold Trust
GLD
+$5.46M
5
AMZN icon
Amazon
AMZN
+$5.18M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 19.41%
2 Technology 7.08%
3 Consumer Discretionary 6.87%
4 Healthcare 4.57%
5 Consumer Staples 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.28M 1.26%
+15,790
27
$1.28M 1.25%
+43,641
28
$1.22M 1.2%
+32,563
29
$1.13M 1.11%
+52,380
30
$1.09M 1.07%
+44,329
31
$1.06M 1.04%
+33,804
32
$1.04M 1.02%
+7,803
33
$1.03M 1.01%
+67,954
34
$1.03M 1.01%
+10,180
35
$1.03M 1.01%
+25,555
36
$1M 0.98%
+20,962
37
$983K 0.96%
+20,759
38
$909K 0.89%
+8,010
39
$805K 0.79%
+28,826
40
$680K 0.67%
+14,919
41
$543K 0.53%
+3,255
42
$523K 0.51%
+23,580
43
$505K 0.49%
+5,155
44
$487K 0.48%
+3,032
45
$468K 0.46%
+7,890
46
$323K 0.32%
+6,330
47
$279K 0.27%
+10,430
48
$224K 0.22%
+1,300
49
$203K 0.2%
+4,898
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