HW
Hamilton Wealth Portfolio holdings
AUM
$409M
This Quarter Return
+4.13%
1 Year Return
+40.62%
3 Year Return
+50.08%
5 Year Return
+129.95%
10 Year Return
–
AUM
$137M
AUM Growth
+$137M
(+8.5%)
Cap. Flow
+$5.87M
Cap. Flow
% of AUM
4.29%
Top 10 Holdings %
Top 10 Hldgs %
57.99%
Holding
53
New
4
Increased
21
Reduced
15
Closed
10
Top Buys
| 1 |
iShares MSCI Global Min Vol Factor ETF
ACWV
|
$5.62M |
| 2 |
ProShares Short S&P500
SH
|
$3.16M |
| 3 |
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
|
$2.96M |
| 4 |
AT&T
T
|
$2.07M |
| 5 |
Bristol-Myers Squibb
BMY
|
$2.01M |
Top Sells
| 1 |
iShares Biotechnology ETF
IBB
|
$2.38M |
| 2 |
AGN
Allergan plc
AGN
|
$2.2M |
| 3 |
Biogen
BIIB
|
$2.03M |
| 4 |
KraneShares CSI China Internet ETF
KWEB
|
$1.77M |
| 5 |
CHL
China Mobile Limited
CHL
|
$1.48M |
Sector Composition
| 1 | Communication Services | 22.95% |
| 2 | Consumer Discretionary | 7.18% |
| 3 | Technology | 4.8% |
| 4 | Healthcare | 3.78% |
| 5 | Consumer Staples | 2.44% |