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Hamilton Wealth Portfolio holdings

AUM $1.41B
1-Year Est. Return 34.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+34.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$479M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$7.11M
3
+$5.7M
4
UBER icon
Uber
UBER
+$4.8M
5
MRK icon
Merck
MRK
+$4.8M

Top Sells

1
+$11.7M
2
+$8.96M
3
+$8.72M
4
FXF icon
Invesco CurrencyShares Swiss Franc Trust
FXF
+$6.91M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$6.76M

Sector Composition

1 Technology 23.95%
2 Communication Services 11.87%
3 Healthcare 7.75%
4 Consumer Discretionary 6.34%
5 Financials 1.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.03M 1.05%
+51,361
27
$4.92M 1.03%
+21,229
28
$4.85M 1.01%
+33,587
29
$4.81M 1%
23,600
+1,560
30
$4.73M 0.99%
78,735
+3,869
31
$4.5M 0.94%
113,685
+9,477
32
$4.39M 0.92%
+49,530
33
$4.07M 0.85%
43,631
-8,756
34
$4.01M 0.84%
36,159
+2,322
35
$3.57M 0.74%
8,029
+7,003
36
$3.17M 0.66%
63,000
+23,000
37
$3.04M 0.63%
34,830
-9,000
38
$2.84M 0.59%
1,215
+70
39
$2.64M 0.55%
5,382
+153
40
$2.21M 0.46%
+43,515
41
$1.69M 0.35%
5,160
-72
42
$1.62M 0.34%
70,536
+26,151
43
$1.6M 0.33%
12,305
-1,221
44
$1.58M 0.33%
37,323
+28,825
45
$1.51M 0.31%
2
46
$1.43M 0.3%
13,427
-3,477
47
$1.37M 0.29%
4,343
+6
48
$1.3M 0.27%
3,951
-425
49
$1.21M 0.25%
+47,591
50
$1.18M 0.25%
23,694
-34,197
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2
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