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
$287M
AUM Growth
+$3.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$6.04M
2
+$6.03M
3
+$4.54M
4
SQQQ icon
ProShares UltraPro Short QQQ
SQQQ
+$2.71M
5
PHO icon
Invesco Water Resources ETF
PHO
+$2.46M

Top Sells

1
+$9.74M
2
+$7.29M
3
+$4.3M
4
BMY icon
Bristol-Myers Squibb
BMY
+$2.67M
5
NFLX icon
Netflix
NFLX
+$1.75M

Sector Composition

1 Technology 16.27%
2 Communication Services 12.79%
3 Consumer Discretionary 9.75%
4 Healthcare 3.52%
5 Materials 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-11,107
102
– –
-4,124
103
– –
-11,144
104
– –
-531
105
– –
-84
1 2 3 4
5