HW
Hamilton Wealth Portfolio holdings
AUM
$409M
This Quarter Return
+1.73%
1 Year Return
+40.62%
3 Year Return
+50.08%
5 Year Return
+129.95%
10 Year Return
–
AUM
$141M
AUM Growth
+$141M
(+2.8%)
Cap. Flow
+$1.14M
Cap. Flow
% of AUM
0.81%
Top 10 Holdings %
Top 10 Hldgs %
55.46%
Holding
46
New
3
Increased
15
Reduced
17
Closed
7
Top Buys
| 1 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$4.78M |
| 2 |
ProShares Short QQQ
PSQ
|
$3.93M |
| 3 |
TotalEnergies
TTE
|
$3.03M |
| 4 |
Telefonica
TEF
|
$3.02M |
| 5 |
Bristol-Myers Squibb
BMY
|
$1.69M |
Top Sells
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$3.43M |
| 2 |
ProShares Short S&P500
SH
|
$3.16M |
| 3 |
AT&T
T
|
$2.09M |
| 4 |
Procter & Gamble
PG
|
$1.81M |
| 5 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$1.78M |
Sector Composition
| 1 | Communication Services | 22.18% |
| 2 | Consumer Discretionary | 7.28% |
| 3 | Technology | 5.31% |
| 4 | Healthcare | 5.25% |
| 5 | Energy | 2.16% |
