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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
$1.41B
AUM Growth
+$884M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$64.9M
2
+$64.8M
3
+$63.6M
4
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$61.6M
5
MSFT icon
Microsoft
MSFT
+$61.2M

Top Sells

1
+$10.7M
2
+$9.33M
3
+$9.33M
4
DAX icon
Global X DAX Germany ETF
DAX
+$8.81M
5
SQQQ icon
ProShares UltraPro Short QQQ
SQQQ
+$8.13M

Sector Composition

1 Technology 23.52%
2 Communication Services 11.58%
3 Healthcare 7.55%
4 Consumer Discretionary 5.98%
5 Financials 0.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SHYD icon
51
VanEck Short High Yield Muni ETF
SHYD
$441M
$1.73M 0.12%
76,269
-25,709
IGLD icon
52
FT Vest Gold Strategy Target Income ETF
IGLD
$550M
$1.71M 0.12%
67,062
+28,822
TBIL
53
F/m US Treasury 3 Month Bill Fund
TBIL
$7.24B
$1.63M 0.12%
32,601
+13,334
SLV icon
54
iShares Silver Trust
SLV
$31.8B
$1.55M 0.11%
22,720
+6,031
VGT icon
55
Vanguard Information Technology ETF
VGT
$146B
$1.49M 0.11%
+17,120
BRK.A icon
56
Berkshire Hathaway Class A
BRK.A
$1.05T
$1.44M 0.1%
2
GD icon
57
General Dynamics
GD
$94.7B
$1.3M 0.09%
3,774
+2,677
BRK.B icon
58
Berkshire Hathaway Class B
BRK.B
$1.06T
$1.27M 0.09%
2,644
+1,382
AZN icon
59
AstraZeneca
AZN
$271B
$1.27M 0.09%
6,418
-60
COST icon
60
Costco
COST
$422B
$1.21M 0.09%
1,214
+603
AMGN icon
61
Amgen
AMGN
$182B
$1.2M 0.09%
3,405
+2,689
RSP icon
62
Invesco S&P 500 Equal Weight ETF
RSP
$91.1B
$1.19M 0.08%
+6,210
VWO icon
63
Vanguard FTSE Emerging Markets ETF
VWO
$124B
$1.18M 0.08%
21,882
+14,588
LLY icon
64
Eli Lilly
LLY
$980B
$1.11M 0.08%
1,212
+90
EFA icon
65
iShares MSCI EAFE ETF
EFA
$77.1B
$1.11M 0.08%
11,446
+5,723
MINT icon
66
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$16.3B
$1.07M 0.08%
10,660
+6,430
SCHB icon
67
Schwab US Broad Market ETF
SCHB
$43.1B
$1.06M 0.08%
42,246
VUG icon
68
Vanguard Growth ETF
VUG
$225B
$1.02M 0.07%
14,076
+6,534
GS icon
69
Goldman Sachs
GS
$323B
$1,000K 0.07%
1,182
+569
AMZD icon
70
Direxion Daily AMZN Bear 1X ETF
AMZD
$5.82M
$990K 0.07%
+90,000
IWB icon
71
iShares Russell 1000 ETF
IWB
$48.2B
$979K 0.07%
+2,745
VEU icon
72
Vanguard FTSE All-World ex-US ETF
VEU
$67.5B
$949K 0.07%
12,640
+6,153
BAC icon
73
Bank of America
BAC
$399B
$947K 0.07%
+19,425
NKE icon
74
Nike
NKE
$66.9B
$899K 0.06%
+17,016
DEM icon
75
WisdomTree Emerging Markets High Dividend Fund
DEM
$4.03B
$898K 0.06%
18,064
+8,763
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