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HW

Hamilton Wealth Portfolio holdings

AUM $1.41B
1-Year Est. Return 34.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+34.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.41B
AUM Growth
+$884M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$64.9M
2
+$64.8M
3
+$63.6M
4
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$61.6M
5
MSFT icon
Microsoft
MSFT
+$61.2M

Top Sells

1
+$10.7M
2
+$9.33M
3
+$9.33M
4
DAX icon
Global X DAX Germany ETF
DAX
+$8.81M
5
SQQQ icon
ProShares UltraPro Short QQQ
SQQQ
+$8.13M

Sector Composition

1 Technology 23.52%
2 Communication Services 11.58%
3 Healthcare 7.55%
4 Consumer Discretionary 5.98%
5 Financials 0.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LYV icon
101
Live Nation Entertainment
LYV
$39.8B
$374K 0.03%
2,455
IWD icon
102
iShares Russell 1000 Value ETF
IWD
$76.6B
$337K 0.02%
+1,576
XYLD icon
103
Global X S&P 500 Covered Call ETF
XYLD
$3.19B
$335K 0.02%
25,689
+12,792
EFZ icon
104
ProShares Trust Short MSCI EAFE
EFZ
$13M
$314K 0.02%
+12,500
IWF icon
105
iShares Russell 1000 Growth ETF
IWF
$127B
$267K 0.02%
+2,508
AMUB icon
106
ETRACS Alerian MLP Index ETN Series B due July 18 2042
AMUB
$55M
$254K 0.02%
11,713
WULF icon
107
TeraWulf
WULF
$14.4B
$253K 0.02%
17,550
+1,800
CBRL icon
108
Cracker Barrel
CBRL
$1.06B
$243K 0.02%
8,629
SPSM icon
109
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$16.2B
$228K 0.02%
4,721
AVS
110
Direxion Daily AVGO Bear 1X ETF
AVS
$7.49M
$205K 0.01%
+20,000
SSB icon
111
SouthState Bank Corp
SSB
$9.43B
$202K 0.01%
2,178
SHY icon
112
iShares 1-3 Year Treasury Bond ETF
SHY
$25.3B
$161K 0.01%
+1,955
PSIX
113
Power Solutions International
PSIX
$929M
$120K 0.01%
+1,967
VO icon
114
Vanguard Mid-Cap ETF
VO
$105B
$10.1K ﹤0.01%
+140
DUST icon
115
Direxion Daily Gold Miners Index Bear 2X ETF
DUST
$98M
– –
-6,200
EWJ icon
116
iShares MSCI Japan ETF
EWJ
$22.6B
– –
-2,952
ACHR icon
117
Archer Aviation
ACHR
$4.25B
– –
-10,004
AMRX icon
118
Amneal Pharmaceuticals
AMRX
$5.17B
– –
-14,000
BSX icon
119
Boston Scientific
BSX
$67.3B
– –
-3,590
CNC icon
120
Centene
CNC
$30.1B
– –
-16,246
CRM icon
121
Salesforce
CRM
$124B
– –
-911
DAX icon
122
Global X DAX Germany ETF
DAX
$248M
– –
-193,156
HYD icon
123
VanEck High Yield Muni ETF
HYD
$4.45B
– –
-98,723
IBB icon
124
iShares Biotechnology ETF
IBB
$8.15B
– –
-63,638
IQV icon
125
IQVIA
IQV
$28B
– –
-1,182
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5
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