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Hamilton Wealth Portfolio holdings

AUM $1.41B
1-Year Est. Return 34.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+34.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$479M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$7.11M
3
+$5.7M
4
UBER icon
Uber
UBER
+$4.8M
5
MRK icon
Merck
MRK
+$4.8M

Top Sells

1
+$11.7M
2
+$8.96M
3
+$8.72M
4
FXF icon
Invesco CurrencyShares Swiss Franc Trust
FXF
+$6.91M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$6.76M

Sector Composition

1 Technology 23.95%
2 Communication Services 11.87%
3 Healthcare 7.75%
4 Consumer Discretionary 6.34%
5 Financials 1.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.09M 0.23%
10,804
-5,451
52
$973K 0.2%
2,980
+496
53
$952K 0.2%
28,592
-12,745
54
$877K 0.18%
+14,338
55
$863K 0.18%
36,032
+1,133
56
$855K 0.18%
17,165
-38,616
57
$779K 0.16%
2,759
+38
58
$740K 0.15%
16,060
59
$655K 0.14%
17,242
+8,215
60
$640K 0.13%
13,647
+175
61
$589K 0.12%
14,031
-1,157
62
$581K 0.12%
832
+11
63
$569K 0.12%
1,132
-7
64
$544K 0.11%
713
+369
65
$536K 0.11%
+5,181
66
$534K 0.11%
577
-200
67
$514K 0.11%
6,440
+227
68
$495K 0.1%
8,671
-21,741
69
$469K 0.1%
589
70
$452K 0.09%
6,329
+2,691
71
$437K 0.09%
11,140
-75
72
$427K 0.09%
5,560
+2,365
73
$402K 0.08%
8,746
+360
74
$401K 0.08%
2,455
75
$400K 0.08%
10,090
1 2
3
4 5