HW

Hamilton Wealth Portfolio holdings

AUM $526M
1-Year Est. Return 30.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.56%
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 +$19M
2 +$9.42M
3 +$7.02M
4
NEE icon
NextEra Energy
NEE
+$5.99M
5
BND icon
Vanguard Total Bond Market
BND
+$5.57M

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
-5,223
102
-55,661