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
$230M
AUM Growth
+$6.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$9.83M
2
+$6.17M
3
+$5.81M
4
XYLD icon
Global X S&P 500 Covered Call ETF
XYLD
+$5.49M
5
PSQ icon
ProShares Short QQQ
PSQ
+$5.3M

Top Sells

1
+$14.5M
2
+$9.42M
3
+$4.49M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.67M
5
SQM icon
Sociedad Química y Minera de Chile
SQM
+$2.58M

Sector Composition

1 Communication Services 16.28%
2 Technology 14.05%
3 Consumer Discretionary 7.51%
4 Healthcare 6.12%
5 Industrials 2.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.71M 0.74%
23,020
+500
27
$1.51M 0.66%
6,654
+151
28
$1.44M 0.63%
+60,000
29
$1.43M 0.62%
+4,198
30
$1.29M 0.56%
+17,869
31
$1.26M 0.55%
3,513
-333
32
$846K 0.37%
8,308
33
$788K 0.34%
+11,385
34
$592K 0.26%
21,680
+1,400
35
$561K 0.24%
+29,510
36
$559K 0.24%
8,269
-213,762
37
$463K 0.2%
979
+9
38
$429K 0.19%
+9,500
39
$428K 0.19%
+3,995
40
$423K 0.18%
4,270
-666
41
$415K 0.18%
11,090
+2,880
42
$385K 0.17%
1,801
+41
43
$364K 0.16%
713
+14
44
$355K 0.15%
5,640
+1,080
45
$331K 0.14%
6,750
-703
46
$324K 0.14%
+4,398
47
$310K 0.13%
3,412
-51
48
$304K 0.13%
1,170
+19
49
$293K 0.13%
6,828
+1,272
50
$287K 0.12%
7,501
+2,165
1
2
3 4