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
$237M
AUM Growth
-$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$4.31M
2
+$4.17M
3
+$4.13M
4
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$2.95M
5
CCJ icon
Cameco
CCJ
+$2.7M

Top Sells

1
+$16.7M
2
+$12.6M
3
+$9.86M
4
CRM icon
Salesforce
CRM
+$3.35M
5
VIXY icon
ProShares VIX Short-Term Futures ETF
VIXY
+$3.33M

Sector Composition

1 Communication Services 16.91%
2 Technology 12.95%
3 Healthcare 9.72%
4 Consumer Discretionary 8.31%
5 Energy 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.38M 1.01%
24,702
+12,123
27
$2.12M 0.9%
12,347
+24
28
$2.08M 0.88%
21,592
+652
29
$1.74M 0.73%
9,665
+1,469
30
$1.68M 0.71%
19,885
+16,473
31
$1.62M 0.68%
+1,952
32
$1.61M 0.68%
11,300
-108
33
$1.51M 0.64%
+18,384
34
$1.48M 0.62%
30,490
+23,562
35
$1.46M 0.62%
67,099
-40,272
36
$1.43M 0.6%
+18,210
37
$1.41M 0.6%
+19,850
38
$1.4M 0.59%
+10,615
39
$1.35M 0.57%
57,260
+42,630
40
$1.3M 0.55%
+4,711
41
$1.26M 0.53%
19,290
42
$1.24M 0.52%
4,681
+721
43
$1.04M 0.44%
+22,702
44
$996K 0.42%
9,708
-162,461
45
$849K 0.36%
3,202
-47
46
$795K 0.34%
10,213
+5,070
47
$686K 0.29%
6,943
-5,015
48
$679K 0.29%
11,363
+29
49
$556K 0.23%
14,582
+6,797
50
$521K 0.22%
1,908
-9,723
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