HW

Hamilton Wealth Portfolio holdings

AUM $479M
1-Year Est. Return 28.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$372M
AUM Growth
+$51.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$20.2M
2
+$13.6M
3
+$8.4M
4
NVDA icon
NVIDIA
NVDA
+$7.83M
5
CMF icon
iShares California Muni Bond ETF
CMF
+$5.78M

Top Sells

1
+$5.4M
2
+$4.4M
3
+$3.77M
4
AMZN icon
Amazon
AMZN
+$3.66M
5
BMY icon
Bristol-Myers Squibb
BMY
+$3.61M

Sector Composition

1 Technology 22.04%
2 Communication Services 17.45%
3 Consumer Discretionary 7.72%
4 Healthcare 4.95%
5 Financials 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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