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
$320M
AUM Growth
+$2.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$8.28M
2
+$7.23M
3
+$6.4M
4
USD icon
ProShares Ultra Semiconductors
USD
+$4.4M
5
NVO icon
Novo Nordisk
NVO
+$4.16M

Top Sells

1
+$14.9M
2
+$12.8M
3
+$6.44M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$6.33M
5
PFE icon
Pfizer
PFE
+$6.3M

Sector Composition

1 Technology 20.1%
2 Communication Services 18.66%
3 Consumer Discretionary 9.41%
4 Healthcare 9.06%
5 Financials 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$646K 0.2%
12,529
-14,859
52
$618K 0.19%
+1,686
53
$617K 0.19%
9,662
+5,922
54
$568K 0.18%
20,466
-227,193
55
$521K 0.16%
10,982
+5,202
56
$510K 0.16%
2,790
-947
57
$497K 0.16%
3,750
-430
58
$482K 0.15%
1,862
-3
59
$469K 0.15%
+4,466
60
$461K 0.14%
2,048
-28,138
61
$444K 0.14%
461
+193
62
$443K 0.14%
569
-5
63
$435K 0.14%
+8,100
64
$435K 0.14%
593
65
$426K 0.13%
1,014
+50
66
$417K 0.13%
+4,278
67
$412K 0.13%
+9,675
68
$403K 0.13%
+10,122
69
$391K 0.12%
1,136
-37
70
$389K 0.12%
10,026
71
$389K 0.12%
8,978
+3,886
72
$386K 0.12%
19,582
-6,741
73
$385K 0.12%
2,190
-1,477
74
$367K 0.11%
7,332
-47,087
75
$366K 0.11%
+4,680
1 2
3
4 5