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
$237M
AUM Growth
-$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$4.31M
2
+$4.17M
3
+$4.13M
4
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$2.95M
5
CCJ icon
Cameco
CCJ
+$2.7M

Top Sells

1
+$16.7M
2
+$12.6M
3
+$9.86M
4
CRM icon
Salesforce
CRM
+$3.35M
5
VIXY icon
ProShares VIX Short-Term Futures ETF
VIXY
+$3.33M

Sector Composition

1 Communication Services 16.91%
2 Technology 12.95%
3 Healthcare 9.72%
4 Consumer Discretionary 8.31%
5 Energy 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-7,293
102
– –
-8,333
103
– –
-12,000
1 2 3 4
5