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
$318M
AUM Growth
+$38.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$7.13M
2
+$6.5M
3
+$5.7M
4
VPU icon
Vanguard Utilities ETF
VPU
+$4.66M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$3.73M

Top Sells

1
+$18M
2
+$7.32M
3
+$5.2M
4
DHI icon
D.R. Horton
DHI
+$3.82M
5
ALB icon
Albemarle
ALB
+$1.86M

Sector Composition

1 Technology 17.06%
2 Communication Services 16.04%
3 Healthcare 10.48%
4 Consumer Discretionary 8.47%
5 Financials 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$877K 0.28%
9,094
-7,073
52
$630K 0.2%
+3,737
53
$622K 0.2%
10,742
+6,713
54
$561K 0.18%
3,692
-25,164
55
$548K 0.17%
10,026
56
$506K 0.16%
26,323
+710
57
$493K 0.16%
2,900
+732
58
$469K 0.15%
5,945
+2,590
59
$467K 0.15%
4,180
-20
60
$422K 0.13%
1,865
61
$421K 0.13%
+8,093
62
$400K 0.13%
974
-13
63
$391K 0.12%
593
-10
64
$365K 0.11%
1,173
+4
65
$357K 0.11%
+7,106
66
$344K 0.11%
964
+1
67
$335K 0.11%
574
68
$333K 0.1%
3,276
+570
69
$313K 0.1%
1,057
+1
70
$297K 0.09%
1,277
71
$296K 0.09%
+1,028
72
$275K 0.09%
522
+1
73
$268K 0.08%
+2,935
74
$255K 0.08%
7,561
-790
75
$248K 0.08%
327
-332
1 2
3
4 5