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
$318M
AUM Growth
+$38.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$7.13M
2
+$6.5M
3
+$5.7M
4
VPU icon
Vanguard Utilities ETF
VPU
+$4.66M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$3.73M

Top Sells

1
+$18M
2
+$7.32M
3
+$5.2M
4
DHI icon
D.R. Horton
DHI
+$3.82M
5
ALB icon
Albemarle
ALB
+$1.86M

Sector Composition

1 Technology 17.06%
2 Communication Services 16.04%
3 Healthcare 10.48%
4 Consumer Discretionary 8.47%
5 Financials 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-3,765
102
– –
-2,544
103
– –
-904
104
– –
-11,725
105
– –
-3,665
106
– –
-9,774
107
– –
-3,652
108
– –
-1,938
109
– –
-3,087
1 2 3 4
5