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
$218M
AUM Growth
+$3.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$5.29M
2
+$4.84M
3
+$4.02M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.83M
5
IBB icon
iShares Biotechnology ETF
IBB
+$2.4M

Top Sells

1
+$5.05M
2
+$3.86M
3
+$2.96M
4
BA icon
Boeing
BA
+$2.94M
5
SDS icon
ProShares UltraShort S&P500
SDS
+$2.91M

Sector Composition

1 Communication Services 12.32%
2 Technology 11.61%
3 Consumer Discretionary 6.31%
4 Industrials 2.39%
5 Materials 1.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-6,144
1 2
3