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
$415M
AUM Growth
+$2.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$21.4M
2
+$17.2M
3
+$14.3M
4
DG icon
Dollar General
DG
+$13.8M
5
NVDA icon
NVIDIA
NVDA
+$4.46M

Top Sells

1
+$23.6M
2
+$7.68M
3
+$6.61M
4
UVXY icon
ProShares Ultra VIX Short-Term Futures ETF
UVXY
+$3.95M
5
GILD icon
Gilead Sciences
GILD
+$3.93M

Sector Composition

1 Technology 20.13%
2 Communication Services 10.77%
3 Consumer Discretionary 5.63%
4 Healthcare 4.9%
5 Consumer Staples 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$301K 0.07%
+10,700
77
$299K 0.07%
+1,805
78
$296K 0.07%
+8,560
79
$291K 0.07%
1,100
+130
80
$289K 0.07%
+18,126
81
$287K 0.07%
773
-293
82
$281K 0.07%
1,086
-959
83
$277K 0.07%
+1,671
84
$265K 0.06%
8,516
85
$262K 0.06%
5,607
-2,276
86
$257K 0.06%
2,187
87
$253K 0.06%
+10,000
88
$243K 0.06%
+1,160
89
$243K 0.06%
+18,500
90
$240K 0.06%
+11,713
91
$238K 0.06%
3,433
-95,194
92
$235K 0.06%
+3,195
93
$234K 0.06%
+3,290
94
$231K 0.06%
+3,634
95
$229K 0.06%
9,051
-3,590
96
$223K 0.05%
+3,945
97
$222K 0.05%
2,251
-39,278
98
$213K 0.05%
+2,967
99
$211K 0.05%
+2,879
100
$210K 0.05%
5,072
-1,832
2 3
4
5 6