HW

Hamilton Wealth Portfolio holdings

AUM $479M
1-Year Est. Return 28.46%
This Quarter Est. Return
1 Year Est. Return
+28.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$179M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$4.19M
2
+$2.98M
3
+$2.94M
4
VXX icon
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
+$2.94M
5
VPU icon
Vanguard Utilities ETF
VPU
+$2.16M

Top Sells

1
+$8.88M
2
+$2.1M
3
+$2.05M
4
VFH icon
Vanguard Financials ETF
VFH
+$2.01M
5
VIXY icon
ProShares VIX Short-Term Futures ETF
VIXY
+$1.99M

Sector Composition

1 Communication Services 17.26%
2 Technology 10.49%
3 Healthcare 9.54%
4 Consumer Discretionary 7.92%
5 Consumer Staples 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$113K 0.06%
17,000
52
– –
-21,349
53
– –
-99,243
54
– –
-897
1 2
3