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
$409M
AUM Growth
+$36.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$10.1M
3
+$8.88M
4
LLY icon
Eli Lilly
LLY
+$3.94M
5
EPI icon
WisdomTree India Earnings Fund ETF
EPI
+$3.94M

Top Sells

1
+$7.13M
2
+$6.39M
3
+$4.61M
4
META icon
Meta Platforms (Facebook)
META
+$4.31M
5
IHI icon
iShares US Medical Devices ETF
IHI
+$4.13M

Sector Composition

1 Technology 22.6%
2 Communication Services 12.87%
3 Healthcare 7.55%
4 Consumer Discretionary 6.96%
5 Financials 1.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$288K 0.07%
+12,000
77
$287K 0.07%
+2,900
78
$285K 0.07%
+2,835
79
$284K 0.07%
+1,100
80
$277K 0.07%
+9,738
81
$274K 0.07%
3,734
-451
82
$274K 0.07%
15,209
+4,492
83
$269K 0.07%
2,455
84
$265K 0.06%
+1,650
85
$263K 0.06%
9,094
-3,192
86
$259K 0.06%
+8,503
87
$258K 0.06%
2,157
-1,064
88
$257K 0.06%
+4,800
89
$254K 0.06%
533
90
$252K 0.06%
240
91
$252K 0.06%
8,516
92
$250K 0.06%
435
-99
93
$246K 0.06%
+900
94
$237K 0.06%
+2,000
95
$236K 0.06%
+6,151
96
$232K 0.06%
1,960
-1,385
97
$212K 0.05%
+1,311
98
$212K 0.05%
+2,178
99
$210K 0.05%
+1,060
100
$207K 0.05%
+2,344
2 3
4
5 6