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
$320M
AUM Growth
+$2.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$8.28M
2
+$7.23M
3
+$6.4M
4
USD icon
ProShares Ultra Semiconductors
USD
+$4.4M
5
NVO icon
Novo Nordisk
NVO
+$4.16M

Top Sells

1
+$14.9M
2
+$12.8M
3
+$6.44M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$6.33M
5
PFE icon
Pfizer
PFE
+$6.3M

Sector Composition

1 Technology 20.1%
2 Communication Services 18.66%
3 Consumer Discretionary 9.41%
4 Healthcare 9.06%
5 Financials 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$105K 0.03%
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