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

Top Buys

1
+$5.46M
2
+$5.07M
3
+$4.05M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.95M
5
IBB icon
iShares Biotechnology ETF
IBB
+$2.5M

Top Sells

1
+$5.62M
2
+$3.86M
3
+$2.98M
4
VIXY icon
ProShares VIX Short-Term Futures ETF
VIXY
+$2.96M
5
SDS icon
ProShares UltraShort S&P500
SDS
+$2.79M

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
– –
-7,298
1 2
3