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
$413M
AUM Growth
+$3.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$9.02M
3
+$7.48M
4
NVO icon
Novo Nordisk
NVO
+$6.84M
5
UVXY icon
ProShares Ultra VIX Short-Term Futures ETF
UVXY
+$3.95M

Top Sells

1
+$18M
2
+$13.5M
3
+$7.04M
4
TECS icon
Direxion Daily Technology Bear 3x Shares
TECS
+$3.8M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.47M

Sector Composition

1 Technology 23.72%
2 Communication Services 14.01%
3 Consumer Discretionary 7.84%
4 Healthcare 7.12%
5 Financials 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$631K 0.15%
+28,062
52
$630K 0.15%
+6,984
53
$615K 0.15%
12,767
+134
54
$570K 0.14%
11,716
-1,068
55
$549K 0.13%
10,820
+210
56
$494K 0.12%
26,144
-19
57
$488K 0.12%
20,755
-5,299
58
$464K 0.11%
1,024
-25
59
$459K 0.11%
+801
60
$456K 0.11%
6,730
-199,697
61
$443K 0.11%
+8,615
62
$438K 0.11%
1,066
-9
63
$430K 0.1%
+8,289
64
$418K 0.1%
+7,883
65
$403K 0.1%
14,000
+4,000
66
$371K 0.09%
+5,401
67
$348K 0.08%
7,687
-75,182
68
$347K 0.08%
+3,571
69
$335K 0.08%
12,641
+3,547
70
$318K 0.08%
2,455
71
$314K 0.08%
+970
72
$305K 0.07%
6,904
+1,148
73
$303K 0.07%
3,690
-42,341
74
$301K 0.07%
2,187
+227
75
$295K 0.07%
+5,125
1 2
3
4 5