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

Top Buys

1
+$7.55M
2
+$6.95M
3
+$5.88M
4
NVO icon
Novo Nordisk
NVO
+$3.85M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$3.58M

Top Sells

1
+$14.4M
2
+$12.8M
3
+$6.3M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$5.66M
5
DIS icon
Walt Disney
DIS
+$5.49M

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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