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
$409M
AUM Growth
+$36.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$10.1M
3
+$8.88M
4
LLY icon
Eli Lilly
LLY
+$3.94M
5
EPI icon
WisdomTree India Earnings Fund ETF
EPI
+$3.94M

Top Sells

1
+$7.13M
2
+$6.39M
3
+$4.61M
4
META icon
Meta Platforms (Facebook)
META
+$4.31M
5
IHI icon
iShares US Medical Devices ETF
IHI
+$4.13M

Sector Composition

1 Technology 22.6%
2 Communication Services 12.87%
3 Healthcare 7.55%
4 Consumer Discretionary 6.96%
5 Financials 1.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.18M 1.02%
82,869
+78,009
27
$4.13M 1.01%
11,196
28
$4.11M 1%
42,707
-12,600
29
$3.83M 0.94%
46,031
-10,169
30
$3.82M 0.93%
+25,514
31
$3.8M 0.93%
71,177
+3,149
32
$3.52M 0.86%
4,959
-12
33
$3.45M 0.84%
30,391
+1,800
34
$3.36M 0.82%
1,636
-2
35
$2.99M 0.73%
51,470
-79,326
36
$2.96M 0.72%
37,954
-8,188
37
$2.74M 0.67%
25,231
+3,929
38
$2.73M 0.67%
+22,999
39
$2.64M 0.65%
+9,415
40
$2.28M 0.56%
19,157
-21,126
41
$1.46M 0.36%
5,160
+837
42
$1.16M 0.28%
+19,900
43
$1.16M 0.28%
19,727
-4,738
44
$1.1M 0.27%
5,198
+1,899
45
$1.08M 0.26%
44,904
+7,164
46
$947K 0.23%
9,917
-13,001
47
$845K 0.21%
+29,238
48
$727K 0.18%
2,523
+661
49
$708K 0.17%
799
+205
50
$708K 0.17%
+11,004
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