HW
Hamilton Wealth Portfolio holdings
AUM
$409M
This Quarter Return
-12.02%
1 Year Return
+40.62%
3 Year Return
+50.08%
5 Year Return
+129.95%
10 Year Return
–
AUM
$256M
AUM Growth
+$256M
(+11%)
Cap. Flow
+$62.5M
Cap. Flow
% of AUM
24.46%
Top 10 Holdings %
Top 10 Hldgs %
55.34%
Holding
90
New
14
Increased
31
Reduced
19
Closed
19
Top Buys
| 1 |
iShares National Muni Bond ETF
MUB
|
$18.3M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$14.2M |
| 3 |
Amazon
AMZN
|
$12M |
| 4 |
PIMCO Active Bond Exchange-Traded Fund
BOND
|
$11.8M |
| 5 |
Medtronic
MDT
|
$5.37M |
Top Sells
| 1 |
ProShares UltraShort S&P500
SDS
|
$5.36M |
| 2 |
Boeing
BA
|
$4.69M |
| 3 |
Global X S&P 500 Covered Call ETF
XYLD
|
$4.4M |
| 4 |
Global X NASDAQ-100 Covered Call ETF
QYLD
|
$4.25M |
| 5 |
ProShares Short QQQ
PSQ
|
$3.69M |
Sector Composition
| 1 | Communication Services | 15.22% |
| 2 | Technology | 12.27% |
| 3 | Healthcare | 7.02% |
| 4 | Consumer Discretionary | 5.26% |
| 5 | Real Estate | 1.99% |
