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
$284M
AUM Growth
+$37.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$10.2M
3
+$3.59M
4
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$2.95M
5
AAPL icon
Apple
AAPL
+$2.52M

Top Sells

1
+$16.5M
2
+$6.72M
3
+$4.82M
4
LNG icon
Cheniere Energy
LNG
+$3.53M
5
T icon
AT&T
T
+$3.33M

Sector Composition

1 Technology 14.78%
2 Communication Services 11.67%
3 Consumer Discretionary 9.28%
4 Healthcare 5.06%
5 Materials 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$534K 0.19%
5,020
+618
52
$494K 0.17%
4,980
-1,454
53
$475K 0.17%
2,150
-523
54
$446K 0.16%
655
+281
55
$441K 0.16%
11,144
-6,284
56
$401K 0.14%
12,557
-7,898
57
$400K 0.14%
+8,858
58
$398K 0.14%
+10,026
59
$371K 0.13%
2,410
-107,308
60
$367K 0.13%
1,729
+88
61
$356K 0.13%
+5,136
62
$355K 0.13%
3,636
+1,362
63
$346K 0.12%
3,724
+143
64
$328K 0.12%
1,691
-172
65
$317K 0.11%
+1,505
66
$314K 0.11%
1,258
+52
67
$304K 0.11%
1,629
+5
68
$302K 0.11%
3,652
-4,537
69
$302K 0.11%
+9,900
70
$301K 0.11%
+17,547
71
$298K 0.11%
839
+30
72
$280K 0.1%
563
+20
73
$268K 0.09%
+2,374
74
$266K 0.09%
931
75
$262K 0.09%
4,090
-3,660
1 2
3
4 5