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
$224M
AUM Growth
+$6.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$1.83M
3
+$1.61M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$1.51M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.07M

Top Sells

1
+$8.86M
2
+$5.08M
3
+$4.02M
4
VPU icon
Vanguard Utilities ETF
VPU
+$3.6M
5
SDS icon
ProShares UltraShort S&P500
SDS
+$2.15M

Sector Composition

1 Technology 14.8%
2 Communication Services 12.83%
3 Consumer Discretionary 7.18%
4 Industrials 2.44%
5 Materials 1.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-9,725
77
– –
-9,024
1 2 3
4