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
$479M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$9.2M
2
+$7.07M
3
+$5.5M
4
UBER icon
Uber
UBER
+$5.03M
5
ABBV icon
AbbVie
ABBV
+$4.92M

Top Sells

1
+$11.7M
2
+$8.96M
3
+$8.72M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$6.96M
5
FXF icon
Invesco CurrencyShares Swiss Franc Trust
FXF
+$6.91M

Sector Composition

1 Technology 23.95%
2 Communication Services 11.87%
3 Healthcare 7.75%
4 Consumer Discretionary 6.34%
5 Financials 1.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PGR icon
101
Progressive
PGR
$132B
$216K 0.05%
876
PM icon
102
Philip Morris
PM
$245B
$216K 0.05%
+1,331
BSX icon
103
Boston Scientific
BSX
$142B
$216K 0.05%
2,210
+289
SSB icon
104
SouthState Bank Corp
SSB
$9.78B
$215K 0.04%
2,178
IEMG icon
105
iShares Core MSCI Emerging Markets ETF
IEMG
$115B
$215K 0.04%
+3,258
BIDU icon
106
Baidu
BIDU
$41.4B
$209K 0.04%
+1,586
UVIX icon
107
2x Long VIX Futures ETF
UVIX
$378M
$206K 0.04%
+20,790
NVD icon
108
GraniteShares 2x Short NVDA Daily ETF
NVD
$44.7M
$164K 0.03%
+18,900
WULF icon
109
TeraWulf
WULF
$4.94B
$158K 0.03%
+13,800
PSLV icon
110
Sprott Physical Silver Trust
PSLV
$13.1B
$157K 0.03%
+10,000
SQQQ icon
111
ProShares UltraPro Short QQQ
SQQQ
$2.6B
$152K 0.03%
+2,000
AMRX icon
112
Amneal Pharmaceuticals
AMRX
$3.97B
$140K 0.03%
+14,000
ACHR icon
113
Archer Aviation
ACHR
$5.74B
$95.8K 0.02%
10,004
LUMN icon
114
Lumen
LUMN
$8.04B
$73.4K 0.02%
+12,000
BTBT icon
115
Bit Digital
BTBT
$654M
$30K 0.01%
+10,000
KO icon
116
Coca-Cola
KO
$303B
– –
-2,970
LSF icon
117
Laird Superfood
LSF
$21.6M
– –
-10,000
PPH icon
118
VanEck Pharmaceutical ETF
PPH
$1.2B
– –
-132,463
TSLZ icon
119
T-Rex 2X Inverse Tesla Daily Target ETF
TSLZ
$59.4M
– –
-2,640
TZA icon
120
Direxion Daily Small Cap Bear 3x Shares
TZA
$306M
– –
-41,638
UNH icon
121
UnitedHealth
UNH
$297B
– –
-1,129
VERV
122
DELISTED
Verve Therapeutics
VERV
– –
-10,000
VTEB icon
123
Vanguard Tax-Exempt Bond Index Fund
VTEB
$41.8B
– –
-9,255
VWOB icon
124
Vanguard Emerging Markets Government Bond ETF
VWOB
$5.36B
– –
-3,775
AAPD icon
125
Direxion Daily AAPL Bear 1X Shares
AAPD
$25M
– –
-19,950
2 3 4
5
6