HW

Hamilton Wealth Portfolio holdings

AUM $409M
1-Year Est. Return 40.62%
This Quarter Est. Return
1 Year Est. Return
+40.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$102M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$6.17M
3
+$6.04M
4
GLD icon
SPDR Gold Trust
GLD
+$5.46M
5
AMZN icon
Amazon
AMZN
+$5.18M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 19.41%
2 Technology 7.08%
3 Consumer Discretionary 6.87%
4 Healthcare 4.57%
5 Consumer Staples 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.7M 10.43%
+81,242
2
$6.17M 6.04%
+156,336
3
$6.04M 5.91%
+113,472
4
$5.46M 5.34%
+44,989
5
$5.18M 5.07%
+68,960
6
$5.09M 4.99%
+77,739
7
$4.07M 3.99%
+71,886
8
$4.04M 3.96%
+77,340
9
$3.63M 3.55%
+39,466
10
$3.29M 3.22%
+37,775
11
$3.18M 3.11%
+60,640
12
$2.81M 2.75%
+23,817
13
$2.57M 2.51%
+77,046
14
$2.41M 2.36%
+8,023
15
$2.15M 2.1%
+76,049
16
$2.11M 2.07%
+21,878
17
$1.99M 1.95%
+41,517
18
$1.83M 1.79%
+31,207
19
$1.77M 1.73%
+13,501
20
$1.49M 1.46%
+30,387
21
$1.48M 1.45%
+11,779
22
$1.46M 1.43%
+15,343
23
$1.42M 1.39%
+27,400
24
$1.39M 1.36%
+202,780
25
$1.31M 1.28%
+9,551
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