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
$320M
AUM Growth
+$2.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$8.28M
2
+$7.23M
3
+$6.4M
4
USD icon
ProShares Ultra Semiconductors
USD
+$4.4M
5
NVO icon
Novo Nordisk
NVO
+$4.16M

Top Sells

1
+$14.9M
2
+$12.8M
3
+$6.44M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$6.33M
5
PFE icon
Pfizer
PFE
+$6.3M

Sector Composition

1 Technology 20.1%
2 Communication Services 18.66%
3 Consumer Discretionary 9.41%
4 Healthcare 9.06%
5 Financials 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$361K 0.11%
3,274
-2
77
$356K 0.11%
+6,808
78
$334K 0.1%
+3,542
79
$310K 0.1%
319
-8
80
$303K 0.09%
6,171
-95,704
81
$279K 0.09%
+534
82
$272K 0.08%
3,950
-216,000
83
$263K 0.08%
+3,628
84
$259K 0.08%
+11,440
85
$250K 0.08%
+4,266
86
$249K 0.08%
1,513
-2,179
87
$248K 0.08%
3,624
-50
88
$247K 0.08%
533
-441
89
$243K 0.08%
+1,760
90
$233K 0.07%
+1,523
91
$219K 0.07%
+1,475
92
$217K 0.07%
+12,000
93
$215K 0.07%
+5,023
94
$213K 0.07%
+1,623
95
$212K 0.07%
+1,900
96
$210K 0.07%
391
-71
97
$208K 0.06%
5,484
-2,077
98
$207K 0.06%
+2,691
99
$152K 0.05%
+10,000
100
$146K 0.05%
+10,500
2 3
4
5 6