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
$284M
AUM Growth
+$37.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$10.2M
3
+$3.59M
4
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$2.95M
5
AAPL icon
Apple
AAPL
+$2.52M

Top Sells

1
+$16.5M
2
+$6.72M
3
+$4.82M
4
LNG icon
Cheniere Energy
LNG
+$3.53M
5
T icon
AT&T
T
+$3.33M

Sector Composition

1 Technology 14.78%
2 Communication Services 11.67%
3 Consumer Discretionary 9.28%
4 Healthcare 5.06%
5 Materials 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-9,050
102
– –
-6,929
103
– –
-33,860
104
– –
-57,167
105
– –
-715
106
– –
-3,567
107
– –
-181,025
108
– –
-430
109
– –
-1,238
110
– –
-10,068
111
– –
-6,672
112
– –
-8,096
1 2 3 4
5