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
$137M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$5.51M
2
+$3.23M
3
+$2.94M
4
BMY icon
Bristol-Myers Squibb
BMY
+$2.06M
5
T icon
AT&T
T
+$1.96M

Top Sells

1
+$2.32M
2
+$2.19M
3
+$2.03M
4
KWEB icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-13,547
52
– –
-8,631
53
– –
-8,579
1 2
3