HW
Hamilton Wealth Portfolio holdings
AUM
$409M
This Quarter Return
-4.77%
1 Year Return
+40.62%
3 Year Return
+50.08%
5 Year Return
+129.95%
10 Year Return
–
AUM
$230M
AUM Growth
+$230M
(+2.8%)
Cap. Flow
+$17.2M
Cap. Flow
% of AUM
7.46%
Top 10 Holdings %
Top 10 Hldgs %
62.33%
Holding
95
New
24
Increased
33
Reduced
13
Closed
19
Top Buys
| 1 |
Verizon
VZ
|
$9.83M |
| 2 |
ProShares UltraShort S&P500
SDS
|
$6.17M |
| 3 |
Merck
MRK
|
$5.81M |
| 4 |
Global X S&P 500 Covered Call ETF
XYLD
|
$5.49M |
| 5 |
ProShares Short QQQ
PSQ
|
$5.3M |
Top Sells
| 1 |
Vanguard International High Dividend Yield ETF
VYMI
|
$14.5M |
| 2 |
iShares Global Healthcare ETF
IXJ
|
$9.42M |
| 3 |
VanEck Semiconductor ETF
SMH
|
$4.49M |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$2.67M |
| 5 |
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% |
