HW
Hamilton Wealth Portfolio holdings
AUM
$409M
This Quarter Return
+12.77%
1 Year Return
+40.62%
3 Year Return
+50.08%
5 Year Return
+129.95%
10 Year Return
–
AUM
$320M
AUM Growth
+$320M
(+0.82%)
Cap. Flow
-$23.2M
Cap. Flow
% of AUM
-7.23%
Top 10 Holdings %
Top 10 Hldgs %
49.35%
Holding
126
New
34
Increased
28
Reduced
37
Closed
25
Top Buys
| 1 |
TSMC
TSM
|
$8.28M |
| 2 |
Verizon
VZ
|
$7.23M |
| 3 |
WisdomTree Japan Hedged Equity Fund
DXJ
|
$6.4M |
| 4 |
ProShares Ultra Semiconductors
USD
|
$4.4M |
| 5 |
Novo Nordisk
NVO
|
$4.16M |
Top Sells
| 1 |
Vanguard International High Dividend Yield ETF
VYMI
|
$14.9M |
| 2 |
Global X S&P 500 Covered Call ETF
XYLD
|
$12.8M |
| 3 |
Walt Disney
DIS
|
$6.44M |
| 4 |
VanEck Semiconductor ETF
SMH
|
$6.33M |
| 5 |
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% |