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
$447M
AUM Growth
+$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$22.7M
2
+$20.3M
3
+$11.2M
4
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$8.1M
5
DAX icon
Global X DAX Germany ETF
DAX
+$8M

Top Sells

1
+$17.6M
2
+$17.5M
3
+$13.5M
4
SMTH icon
ALPS Smith Core Plus Bond ETF
SMTH
+$12.4M
5
VFH icon
Vanguard Financials ETF
VFH
+$9.81M

Sector Composition

1 Technology 22.76%
2 Communication Services 11.16%
3 Consumer Discretionary 5.98%
4 Healthcare 3.8%
5 Consumer Staples 2.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$109K 0.02%
+10,004
102
$105K 0.02%
+2,400
103
$87.1K 0.02%
+2,640
104
$63K 0.01%
+10,000
105
– –
-1,160
106
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-857
107
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-1,100
108
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-10,000
109
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-606
110
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-3,945
111
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-1,689
112
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-101,817
113
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-2,251
114
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-21,031
115
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-10,000
116
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-5,072
117
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-1,671
118
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-12,284
119
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-10,700
120
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-3,634
121
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-2,879
122
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-8,560
123
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-1,805
124
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-3,155
125
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-18,126
2 3 4
5
6