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
$195M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$7.8M
2
+$6.26M
3
+$3.95M
4
MSOS icon
AdvisorShares Pure US Cannabis ETF
MSOS
+$3.22M
5
BA icon
Boeing
BA
+$2.64M

Top Sells

1
+$6.44M
2
+$4.19M
3
+$3.95M
4
GILD icon
Gilead Sciences
GILD
+$3.22M
5
PSQ icon
ProShares Short QQQ
PSQ
+$2.94M

Sector Composition

1 Communication Services 13.55%
2 Technology 11.02%
3 Consumer Discretionary 8.29%
4 Healthcare 7.2%
5 Consumer Staples 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$149K 0.08%
17,000
52
$32K 0.02%
+17
53
– –
-33,837
54
– –
-20,707
55
– –
-50,984
56
– –
-1,445
57
– –
-35,521
58
– –
-10,501
59
– –
-1,843
1 2
3