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Hamilton Wealth Portfolio holdings
AUM
$513M
1-Year Est. Return
33.8%
This Fund
S&P 500
This Quarter
Est. Return
-10.24%
1 Year Est. Return
+33.8%
3 Year Est. Return
+100.85%
5 Year Est. Return
+124.73%
10 Year Est. Return
–
AUM
$102M
AUM Growth
–
Cap. Flow
+$108M
Cap. Flow
% of AUM
105.88%
Top 10 Holdings %
Top 10 Hldgs %
52.51%
Holding
49
New
49
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Meta Platforms (Facebook)
META
|
+$11.8M |
| 2 |
Apple
AAPL
|
+$7.58M |
| 3 |
iShares US Financials ETF
IYF
|
+$6.5M |
| 4 |
Amazon
AMZN
|
+$5.73M |
| 5 |
Vanguard Total World Stock ETF
VT
|
+$5.44M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Communication Services | 19.41% |
| 2 | Technology | 7.08% |
| 3 | Consumer Discretionary | 6.87% |
| 4 | Healthcare | 4.57% |
| 5 | Consumer Staples | 3.55% |
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Hamilton Wealth's Q4 2018 Portfolio in Review
Q4 2018 is the first quarter with a 13F filing on record for Hamilton Wealth, which disclosed 49 positions worth $102M. Its ten largest holdings account for 53% of the portfolio.
Its largest position is Meta Platforms (Facebook): 81,242 shares worth $10.7M.
By sector, the portfolio is most concentrated in Communication Services at 19% of assets, followed by Technology and Consumer Discretionary.
- Hamilton Wealth's largest Q4 2018 buy was Meta Platforms (Facebook): 81,242 shares worth $10.7M.
- Hamilton Wealth's ten largest holdings make up 53% of its $102M portfolio in Q4 2018.
- Hamilton Wealth disclosed 49 positions in Q4 2018, its first 13F filing on record.
Based on Hamilton Wealth's 13F filing for Q4 2018, filed 12 Feb 2019.