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
$413M
AUM Growth
+$3.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$9.02M
3
+$7.48M
4
NVO icon
Novo Nordisk
NVO
+$6.84M
5
UVXY icon
ProShares Ultra VIX Short-Term Futures ETF
UVXY
+$3.95M

Top Sells

1
+$18M
2
+$13.5M
3
+$7.04M
4
TECS icon
Direxion Daily Technology Bear 3x Shares
TECS
+$3.8M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.47M

Sector Composition

1 Technology 23.72%
2 Communication Services 14.01%
3 Consumer Discretionary 7.84%
4 Healthcare 7.12%
5 Financials 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-29,238
127
– –
-571
128
– –
-19,000
129
– –
-19,727
130
– –
-3,835
131
– –
-1,900
132
– –
-2,900
2 3 4 5
6