HW
Hamilton Wealth Portfolio holdings
AUM
$479M
1-Year Est. Return
28.46%
1 Year Est. Return
+28.46%
AUM
$479M
AUM Growth
+$32.2M
(+7.2%)
Holding
135
Top Buys
| 1 | +$9.2M | |
| 2 | +$7.07M | |
| 3 | +$5.5M | |
| 4 |
Uber
UBER
|
+$5.03M |
| 5 |
AbbVie
ABBV
|
+$4.92M |
Top Sells
| 1 | +$11.7M | |
| 2 | +$8.96M | |
| 3 | +$8.72M | |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$6.96M |
| 5 |
Invesco CurrencyShares Swiss Franc Trust
FXF
|
+$6.91M |
Sector Composition
| 1 | Technology | 23.95% |
| 2 | Communication Services | 11.87% |
| 3 | Healthcare | 7.75% |
| 4 | Consumer Discretionary | 6.34% |
| 5 | Financials | 1.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Direxion Daily AMZN Bear 1X Shares
AMZD
$8.76M
| – | – |
-33,400
|
|
||
127
ASML
ASML
$402B
| – | – |
-3,952
|
|
||
128
Dollar General
DG
$30.1B
| – | – |
-78,327
|
|
||
129
WisdomTree India Earnings Fund ETF
EPI
$2.72B
| – | – |
-183,709
|
|
||
130
Direxion Daily Financial Bear 3x Shares
FAZ
$95.6M
| – | – |
-2,400
|
|
||
|
131
Invesco CurrencyShares Swiss Franc Trust
FXF
$395M
| – | – |
-61,780
|
|
||
132
Invesco CurrencyShares Japanese Yen Trust
FXY
$476M
| – | – |
-74,374
|
|
||
133
Direxion Daily GOOGL Bear 1X Shares
GGLS
$23M
| – | – |
-10,000
|
|
||
134
iShares MSCI India ETF
INDA
$9.43B
| – | – |
-5,000
|
|
||
135
Novo Nordisk
NVO
$212B
| – | – |
-52,998
|
|