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
$320M
AUM Growth
+$2.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$8.28M
2
+$7.23M
3
+$6.4M
4
USD icon
ProShares Ultra Semiconductors
USD
+$4.4M
5
NVO icon
Novo Nordisk
NVO
+$4.16M

Top Sells

1
+$14.9M
2
+$12.8M
3
+$6.44M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$6.33M
5
PFE icon
Pfizer
PFE
+$6.3M

Sector Composition

1 Technology 20.1%
2 Communication Services 18.66%
3 Consumer Discretionary 9.41%
4 Healthcare 9.06%
5 Financials 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.65M 1.14%
34,294
-37,907
27
$3.61M 1.13%
66,548
+34,284
28
$3.5M 1.09%
47,149
-821
29
$3.5M 1.09%
76,328
+4,262
30
$3.33M 1.04%
+58,821
31
$3.18M 0.99%
24,124
+1,034
32
$3.14M 0.98%
29,214
+15,298
33
$3.05M 0.95%
29,347
+11,125
34
$2.95M 0.92%
11,196
-3
35
$2.94M 0.92%
48,390
+50
36
$2.84M 0.89%
31,420
+90
37
$2.24M 0.7%
1,480
-184
38
$2.19M 0.68%
+23,423
39
$2.14M 0.67%
29,220
-27,987
40
$1.71M 0.53%
+25,052
41
$1.68M 0.52%
29,175
+18,433
42
$1.67M 0.52%
9,878
-9,893
43
$1.61M 0.5%
+161,050
44
$1.08M 0.34%
4,152
-335
45
$1.06M 0.33%
13,309
-37,760
46
$980K 0.31%
16,874
-1,196
47
$869K 0.27%
+15,949
48
$778K 0.24%
8,218
-876
49
$750K 0.23%
+28,573
50
$661K 0.21%
3,299
+399
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2
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