HW

Hamilton Wealth Portfolio holdings

AUM $526M
1-Year Est. Return 30.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$230M
AUM Growth
+$6.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$6.52M
3
+$5.59M
4
PSQ icon
ProShares Short QQQ
PSQ
+$5.49M
5
XYLD icon
Global X S&P 500 Covered Call ETF
XYLD
+$5.41M

Top Sells

1
+$14.6M
2
+$9.42M
3
+$4.49M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.67M
5
SQM icon
Sociedad Química y Minera de Chile
SQM
+$2.58M

Sector Composition

1 Communication Services 16.28%
2 Technology 14.05%
3 Consumer Discretionary 7.51%
4 Healthcare 6.12%
5 Industrials 2.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$34K 0.01%
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