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
$413M
AUM Growth
+$3.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$9.02M
3
+$7.48M
4
NVO icon
Novo Nordisk
NVO
+$6.84M
5
UVXY icon
ProShares Ultra VIX Short-Term Futures ETF
UVXY
+$3.95M

Top Sells

1
+$18M
2
+$13.5M
3
+$7.04M
4
TECS icon
Direxion Daily Technology Bear 3x Shares
TECS
+$3.8M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.47M

Sector Composition

1 Technology 23.72%
2 Communication Services 14.01%
3 Consumer Discretionary 7.84%
4 Healthcare 7.12%
5 Financials 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.35M 1.06%
5,641
+630
27
$4.18M 1.01%
71,584
-694
28
$4.04M 0.98%
71,452
-124,446
29
$3.95M 0.96%
+190,491
30
$3.88M 0.94%
+44,984
31
$3.58M 0.87%
+216,530
32
$3.32M 0.8%
22,832
-2,682
33
$3.26M 0.79%
1,919
+283
34
$3.05M 0.74%
8,903
-512
35
$2.73M 0.66%
27,491
-2,900
36
$2.49M 0.6%
21,858
-1,141
37
$2.21M 0.54%
94,696
+49,792
38
$1.96M 0.48%
18,397
-6,834
39
$1.78M 0.43%
25,266
-12,688
40
$1.6M 0.39%
5,537
+377
41
$1.34M 0.32%
23,308
-28,162
42
$1.24M 0.3%
24,863
+16,863
43
$1.09M 0.27%
4,562
-636
44
$932K 0.23%
3,373
+850
45
$918K 0.22%
3,961
+100
46
$913K 0.22%
+8,270
47
$897K 0.22%
9,571
-346
48
$843K 0.2%
8,400
+5,565
49
$826K 0.2%
2,045
+568
50
$725K 0.18%
791
-8
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2
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