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
$409M
AUM Growth
+$36.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$10.1M
3
+$8.88M
4
LLY icon
Eli Lilly
LLY
+$3.94M
5
EPI icon
WisdomTree India Earnings Fund ETF
EPI
+$3.94M

Top Sells

1
+$7.13M
2
+$6.39M
3
+$4.61M
4
META icon
Meta Platforms (Facebook)
META
+$4.31M
5
IHI icon
iShares US Medical Devices ETF
IHI
+$4.13M

Sector Composition

1 Technology 22.6%
2 Communication Services 12.87%
3 Healthcare 7.55%
4 Consumer Discretionary 6.96%
5 Financials 1.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$703K 0.17%
+26,054
52
$669K 0.16%
+3,835
53
$666K 0.16%
3,861
-889
54
$639K 0.16%
+8,185
55
$632K 0.15%
+12,784
56
$595K 0.15%
12,633
+140
57
$564K 0.14%
26,163
+6,282
58
$554K 0.14%
4,573
+22
59
$544K 0.13%
+19,000
60
$540K 0.13%
10,610
+2,710
61
$531K 0.13%
9,253
-3,415
62
$518K 0.13%
8,968
+2,839
63
$505K 0.12%
5,974
-5,716
64
$483K 0.12%
1,049
+20
65
$414K 0.1%
2,539
+916
66
$413K 0.1%
1,075
-127
67
$400K 0.1%
8,000
-24,872
68
$386K 0.09%
1,477
-315
69
$368K 0.09%
+2,212
70
$334K 0.08%
571
-259
71
$308K 0.08%
13,026
+3,000
72
$306K 0.07%
+1,482
73
$299K 0.07%
+1,900
74
$295K 0.07%
+6,868
75
$289K 0.07%
1,760
1 2
3
4 5