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
$318M
AUM Growth
+$38.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$7.13M
2
+$6.5M
3
+$5.7M
4
VPU icon
Vanguard Utilities ETF
VPU
+$4.66M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$3.73M

Top Sells

1
+$18M
2
+$7.32M
3
+$5.2M
4
DHI icon
D.R. Horton
DHI
+$3.82M
5
ALB icon
Albemarle
ALB
+$1.86M

Sector Composition

1 Technology 17.06%
2 Communication Services 16.04%
3 Healthcare 10.48%
4 Consumer Discretionary 8.47%
5 Financials 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.85M 1.21%
51,069
+860
27
$3.74M 1.18%
26,544
+80
28
$3.41M 1.07%
19,771
+11,427
29
$3.37M 1.06%
47,970
+26,970
30
$3.26M 1.02%
31,474
+29,148
31
$3.11M 0.98%
+24,568
32
$2.71M 0.85%
54,419
+35,839
33
$2.65M 0.83%
+72,066
34
$2.62M 0.82%
1,664
+116
35
$2.52M 0.79%
23,090
+548
36
$2.35M 0.74%
48,340
+1,350
37
$2.1M 0.66%
11,199
+3
38
$1.71M 0.54%
18,222
+7,241
39
$1.7M 0.53%
+17,101
40
$1.66M 0.52%
+32,264
41
$1.55M 0.49%
31,330
+1,540
42
$1.51M 0.47%
13,916
-967
43
$1.43M 0.45%
13,001
+7,226
44
$1.39M 0.44%
27,388
-14,623
45
$1.31M 0.41%
60,338
-6,409
46
$1.06M 0.33%
4,487
-31
47
$1.05M 0.33%
18,070
-20,817
48
$972K 0.31%
8,285
+3,288
49
$911K 0.29%
3,667
+1,263
50
$907K 0.29%
+2,215
1
2
3 4 5