HW
Hamilton Wealth Portfolio holdings
AUM
$409M
This Quarter Return
-9.1%
1 Year Return
+40.62%
3 Year Return
+50.08%
5 Year Return
+129.95%
10 Year Return
–
AUM
$134M
AUM Growth
+$134M
(-9.4%)
Cap. Flow
-$3.3M
Cap. Flow
% of AUM
-2.47%
Top 10 Holdings %
Top 10 Hldgs %
53.3%
Holding
49
New
7
Increased
15
Reduced
13
Closed
14
Top Buys
| 1 |
ProShares Short High Yield
SJB
|
$5.28M |
| 2 |
Vanguard Financials ETF
VFH
|
$5.23M |
| 3 |
Microsoft
MSFT
|
$5.22M |
| 4 |
ProShares Short S&P500
SH
|
$4.65M |
| 5 |
Walt Disney
DIS
|
$4.43M |
Top Sells
| 1 |
iShares MSCI Global Min Vol Factor ETF
ACWV
|
$8.86M |
| 2 |
iShares US Financials ETF
IYF
|
$7.87M |
| 3 |
Invesco CurrencyShares Japanese Yen Trust
FXY
|
$5.62M |
| 4 |
Telefonica
TEF
|
$4.97M |
| 5 |
Vanguard International High Dividend Yield ETF
VYMI
|
$4.81M |
Sector Composition
| 1 | Communication Services | 19.68% |
| 2 | Healthcare | 15.8% |
| 3 | Technology | 11.6% |
| 4 | Consumer Discretionary | 9.01% |
| 5 | Consumer Staples | 1.38% |
