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
$279M
AUM Growth
-$8.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$18M
2 +$8.39M
3 +$6.66M
4
BND icon
Vanguard Total Bond Market
BND
+$5.44M
5
NEE icon
NextEra Energy
NEE
+$4.96M

Top Sells

1 +$18.2M
2 +$11.3M
3 +$6.23M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$5.45M
5
XYLD icon
Global X S&P 500 Covered Call ETF
XYLD
+$5.04M

Sector Composition

1 Communication Services 16.25%
2 Technology 16.03%
3 Consumer Discretionary 8.94%
4 Healthcare 3.74%
5 Utilities 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-2,127
102
-28,682