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
$230M
AUM Growth
+$6.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$9.83M
2
+$6.17M
3
+$5.81M
4
XYLD icon
Global X S&P 500 Covered Call ETF
XYLD
+$5.49M
5
PSQ icon
ProShares Short QQQ
PSQ
+$5.3M

Top Sells

1
+$14.5M
2
+$9.42M
3
+$4.49M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.67M
5
SQM icon
Sociedad Química y Minera de Chile
SQM
+$2.58M

Sector Composition

1 Communication Services 16.28%
2 Technology 14.05%
3 Consumer Discretionary 7.51%
4 Healthcare 6.12%
5 Industrials 2.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$284K 0.12%
493
+21
52
$283K 0.12%
621
53
$283K 0.12%
+4,549
54
$282K 0.12%
3,784
-561
55
$275K 0.12%
844
+15
56
$270K 0.12%
5,242
-875
57
$265K 0.12%
+1,247
58
$259K 0.11%
848
+13
59
$253K 0.11%
+2,540
60
$243K 0.11%
17,240
+11,603
61
$235K 0.1%
398
62
$234K 0.1%
+197
63
$234K 0.1%
+1,537
64
$233K 0.1%
+1,054
65
$220K 0.1%
5,753
-1,328
66
$220K 0.1%
1,455
-10
67
$218K 0.09%
+4,410
68
$214K 0.09%
600
+3
69
$214K 0.09%
8,346
+48
70
$207K 0.09%
+11,619
71
$202K 0.09%
+1,705
72
$201K 0.09%
5,438
+810
73
$188K 0.08%
3,340
74
$105K 0.05%
+10,500
75
$36K 0.02%
10,000
1 2
3
4