HW
Hamilton Wealth Portfolio holdings
AUM
$409M
This Quarter Return
-10.24%
1 Year Return
+40.62%
3 Year Return
+50.08%
5 Year Return
+129.95%
10 Year Return
–
AUM
$102M
AUM Growth
–
Cap. Flow
+$102M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
52.51%
Holding
49
New
49
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Meta Platforms (Facebook)
META
|
$10.7M |
| 2 |
Apple
AAPL
|
$6.17M |
| 3 |
iShares US Financials ETF
IYF
|
$6.04M |
| 4 |
SPDR Gold Trust
GLD
|
$5.46M |
| 5 |
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% |
