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
$237M
AUM Growth
-$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$4.31M
2
+$4.17M
3
+$4.13M
4
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$2.95M
5
CCJ icon
Cameco
CCJ
+$2.7M

Top Sells

1
+$16.7M
2
+$12.6M
3
+$9.86M
4
CRM icon
Salesforce
CRM
+$3.35M
5
VIXY icon
ProShares VIX Short-Term Futures ETF
VIXY
+$3.33M

Sector Composition

1 Communication Services 16.91%
2 Technology 12.95%
3 Healthcare 9.72%
4 Consumer Discretionary 8.31%
5 Energy 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$428K 0.18%
7,004
+122
52
$422K 0.18%
+14,498
53
$383K 0.16%
759
+47
54
$357K 0.15%
1,963
+166
55
$353K 0.15%
+8,195
56
$350K 0.15%
+9,000
57
$339K 0.14%
7,640
+1,120
58
$334K 0.14%
17,843
-2,825
59
$311K 0.13%
+4,625
60
$310K 0.13%
5,532
-4,120
61
$301K 0.13%
+2,523
62
$299K 0.13%
1,085
+284
63
$284K 0.12%
1,975
-23,281
64
$280K 0.12%
1,222
+53
65
$272K 0.11%
+2,601
66
$270K 0.11%
+10,848
67
$268K 0.11%
+17,092
68
$268K 0.11%
+10,114
69
$267K 0.11%
3,585
-132,332
70
$252K 0.11%
13,463
+3
71
$250K 0.11%
528
+36
72
$249K 0.11%
2,621
-132,481
73
$239K 0.1%
+6,853
74
$236K 0.1%
+6,457
75
$225K 0.1%
+2,611
1 2
3
4 5