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
$126M
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$7.78M
2
+$3.48M
3
+$3.04M
4
GSK icon
GSK
GSK
+$1.87M
5
T icon
AT&T
T
+$1.8M

Top Sells

1
+$2.64M
2
+$1.48M
3
+$1.46M
4
VT icon
Vanguard Total World Stock ETF
VT
+$1.37M
5
PANW icon
Palo Alto Networks
PANW
+$1.06M

Sector Composition

1 Communication Services 20.45%
2 Consumer Discretionary 7.43%
3 Technology 6.02%
4 Healthcare 5.89%
5 Consumer Staples 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.71M 1.36%
26,838
-4,369
27
$1.62M 1.28%
48,107
+4,466
28
$1.57M 1.25%
26,800
-600
29
$1.49M 1.18%
60,009
+15,680
30
$1.48M 1.17%
28,935
-12,582
31
$1.38M 1.09%
204,026
+1,246
32
$1.31M 1.04%
27,027
+6,268
33
$1.25M 0.99%
84,647
+16,693
34
$1.11M 0.88%
8,010
35
$924K 0.73%
15,710
-44,930
36
$761K 0.6%
+7,209
37
$656K 0.52%
20,961
-7,865
38
$594K 0.47%
13,547
-12,008
39
$544K 0.43%
10,950
-19,437
40
$494K 0.39%
2,862
-170
41
$477K 0.38%
+106,280
42
$446K 0.35%
6,905
-985
43
$440K 0.35%
23,580
44
$424K 0.34%
+8,631
45
$365K 0.29%
10,230
-200
46
$330K 0.26%
6,330
47
$241K 0.19%
+2,550
48
$210K 0.17%
+2,830
49
$204K 0.16%
+13,048
50
– –
-15,343
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