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
$318M
AUM Growth
+$38.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$7.13M
2
+$6.5M
3
+$5.7M
4
VPU icon
Vanguard Utilities ETF
VPU
+$4.66M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$3.73M

Top Sells

1
+$18M
2
+$7.32M
3
+$5.2M
4
DHI icon
D.R. Horton
DHI
+$3.82M
5
ALB icon
Albemarle
ALB
+$1.86M

Sector Composition

1 Technology 17.06%
2 Communication Services 16.04%
3 Healthcare 10.48%
4 Consumer Discretionary 8.47%
5 Financials 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23.6M 7.44%
122,787
+50
2
$22.3M 7.03%
147,002
-544
3
$19.7M 6.21%
52,498
+1,201
4
$17.1M 5.38%
122,405
+3,976
5
$16.2M 5.1%
200,028
+80,188
6
$15.4M 4.83%
43,406
-44
7
$14.6M 4.6%
219,950
-17,969
8
$12.8M 4.02%
323,773
-11,488
9
$9.77M 3.07%
108,237
-4,870
10
$9.72M 3.06%
105,390
-2,854
11
$9.21M 2.9%
48,175
-189
12
$8.55M 2.69%
158,378
-23,424
13
$8.09M 2.55%
132,954
-886
14
$7.18M 2.26%
72,201
+57,339
15
$7.13M 2.24%
+247,659
16
$6.93M 2.18%
177,544
+14,388
17
$5.28M 1.66%
30,186
+21,335
18
$5.21M 1.64%
70,861
-99,504
19
$4.89M 1.54%
101,875
-3,304
20
$4.89M 1.54%
40,144
+13,877
21
$4.82M 1.52%
52,126
+25,757
22
$4.66M 1.47%
+33,996
23
$4.63M 1.46%
57,207
+25,483
24
$4.22M 1.33%
51,395
+2,351
25
$3.9M 1.23%
26,440
-416
1
2 3 4 5