HW

Hamilton Wealth Portfolio holdings

AUM $479M
1-Year Est. Return 28.46%
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
126
-4,266