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
$284M
AUM Growth
+$37.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$10.2M
3
+$3.59M
4
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$2.95M
5
AAPL icon
Apple
AAPL
+$2.52M

Top Sells

1
+$16.5M
2
+$6.72M
3
+$4.82M
4
LNG icon
Cheniere Energy
LNG
+$3.53M
5
T icon
AT&T
T
+$3.33M

Sector Composition

1 Technology 14.78%
2 Communication Services 11.67%
3 Consumer Discretionary 9.28%
4 Healthcare 5.06%
5 Materials 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.62M 0.92%
31,615
-493
27
$2.6M 0.92%
1,973
-61
28
$2.5M 0.88%
23,503
-11,478
29
$2.44M 0.86%
+26,600
30
$2.34M 0.83%
10,766
+120
31
$2.21M 0.78%
+46,280
32
$1.93M 0.68%
+39,570
33
$1.82M 0.64%
+36,261
34
$1.71M 0.6%
11,107
+755
35
$1.58M 0.56%
+14,255
36
$1.52M 0.54%
+11,390
37
$1.43M 0.5%
+65,801
38
$1.29M 0.45%
11,964
-13,019
39
$1.21M 0.43%
+14,706
40
$1.09M 0.38%
5,319
-2,042
41
$1.05M 0.37%
11,282
+5,001
42
$981K 0.35%
14,676
+7,664
43
$867K 0.31%
31,210
44
$819K 0.29%
+7,167
45
$779K 0.27%
3,755
+1,954
46
$719K 0.25%
18,225
-10,631
47
$698K 0.25%
+9,456
48
$667K 0.24%
6,728
+749
49
$658K 0.23%
7,221
-4,540
50
$594K 0.21%
6,406
+186
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