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
$372M
AUM Growth
+$51.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$20.2M
2
+$13.6M
3
+$8.4M
4
NVDA icon
NVIDIA
NVDA
+$7.83M
5
CMF icon
iShares California Muni Bond ETF
CMF
+$5.78M

Top Sells

1
+$5.4M
2
+$4.4M
3
+$3.77M
4
AMZN icon
Amazon
AMZN
+$3.66M
5
BMY icon
Bristol-Myers Squibb
BMY
+$3.61M

Sector Composition

1 Technology 22.04%
2 Communication Services 17.45%
3 Consumer Discretionary 7.72%
4 Healthcare 4.95%
5 Financials 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$504K 0.14%
594
+1
52
$484K 0.13%
9,838
+860
53
$475K 0.13%
1,862
54
$457K 0.12%
4,551
+273
55
$455K 0.12%
8,812
+2,004
56
$450K 0.12%
1,202
+66
57
$423K 0.11%
+830
58
$419K 0.11%
1,029
+15
59
$402K 0.11%
+7,900
60
$399K 0.11%
2,022
-768
61
$398K 0.11%
19,881
+299
62
$394K 0.11%
1,513
-535
63
$362K 0.1%
3,221
-53
64
$359K 0.1%
+2,700
65
$355K 0.1%
1,792
-398
66
$346K 0.09%
4,654
-26
67
$344K 0.09%
12,286
-8,180
68
$344K 0.09%
+3,745
69
$307K 0.08%
+7,070
70
$297K 0.08%
6,129
-9,820
71
$291K 0.08%
534
72
$290K 0.08%
3,312
-316
73
$289K 0.08%
+1,170
74
$288K 0.08%
+3,345
75
$287K 0.08%
4,185
+235
1 2
3
4 5