HW

Hamilton Wealth Portfolio holdings

AUM $526M
1-Year Est. Return 30.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$126M
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$7.49M
2
+$3.34M
3
+$2.99M
4
GSK icon
GSK
GSK
+$1.79M
5
T icon
AT&T
T
+$1.75M

Top Sells

1
+$2.52M
2
+$1.48M
3
+$1.46M
4
VT icon
Vanguard Total World Stock ETF
VT
+$1.33M
5
PANW icon
Palo Alto Networks
PANW
+$1.06M

Sector Composition

1 Communication Services 20.45%
2 Consumer Discretionary 7.43%
3 Technology 6.02%
4 Healthcare 5.89%
5 Consumer Staples 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-3,255
52
– –
-14,919
53
– –
-11,779
54
– –
-1,300
55
– –
-4,898
56
– –
-33,804
57
– –
-15,343
1 2
3