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
$415M
AUM Growth
+$2.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$21.4M
2
+$17.2M
3
+$14.3M
4
DG icon
Dollar General
DG
+$13.8M
5
NVDA icon
NVIDIA
NVDA
+$4.46M

Top Sells

1
+$23.6M
2
+$7.68M
3
+$6.61M
4
UVXY icon
ProShares Ultra VIX Short-Term Futures ETF
UVXY
+$3.95M
5
GILD icon
Gilead Sciences
GILD
+$3.93M

Sector Composition

1 Technology 20.13%
2 Communication Services 10.77%
3 Consumer Discretionary 5.63%
4 Healthcare 4.9%
5 Consumer Staples 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$691K 0.17%
13,303
+536
52
$663K 0.16%
3,961
53
$607K 0.15%
1,139
+115
54
$573K 0.14%
+18,481
55
$536K 0.13%
+31,400
56
$517K 0.12%
16,060
-78,636
57
$498K 0.12%
+13,713
58
$489K 0.12%
+7,134
59
$460K 0.11%
10,526
+2,839
60
$376K 0.09%
+669
61
$361K 0.09%
17,223
-8,921
62
$354K 0.09%
+6,971
63
$347K 0.08%
+1,689
64
$346K 0.08%
4,180
+490
65
$338K 0.08%
+23,100
66
$335K 0.08%
3,678
-41,306
67
$329K 0.08%
+857
68
$321K 0.08%
2,455
69
$318K 0.08%
+3,155
70
$314K 0.08%
1,618
+558
71
$311K 0.07%
+6,325
72
$310K 0.07%
+1,094
73
$305K 0.07%
559
-242
74
$304K 0.07%
2,615
+450
75
$302K 0.07%
+11,702
1 2
3
4 5