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
$246M
AUM Growth
+$9.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$16.8M
3
+$14.2M
4
ZROZ icon
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
+$7.06M
5
NKE icon
Nike
NKE
+$3.54M

Top Sells

1
+$15.5M
2
+$14.1M
3
+$9.7M
4
MDT icon
Medtronic
MDT
+$6.24M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$5.93M

Sector Composition

1 Technology 13.15%
2 Communication Services 10.62%
3 Consumer Discretionary 8.68%
4 Healthcare 7.07%
5 Real Estate 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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104
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105
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-6,457
106
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107
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-101,779
108
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-5,000
109
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110
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111
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112
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-89,288
113
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-4,711
1 2 3 4
5