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
$320M
AUM Growth
+$2.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$8.28M
2
+$7.23M
3
+$6.4M
4
USD icon
ProShares Ultra Semiconductors
USD
+$4.4M
5
NVO icon
Novo Nordisk
NVO
+$4.16M

Top Sells

1
+$14.9M
2
+$12.8M
3
+$6.44M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$6.33M
5
PFE icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$26.8M 8.37%
148,770
+1,768
2
$23M 7.16%
54,555
+2,057
3
$21.8M 6.81%
127,166
+4,379
4
$19.3M 6.02%
127,828
+5,423
5
$15.2M 4.75%
31,375
-12,031
6
$12.7M 3.97%
165,920
-34,108
7
$11.1M 3.48%
108,860
+3,470
8
$10.5M 3.29%
51,224
+3,049
9
$8.99M 2.81%
135,038
+2,084
10
$8.62M 2.69%
147,124
-11,254
11
$8.28M 2.58%
+60,827
12
$8.2M 2.56%
63,856
+32,382
13
$7.72M 2.41%
183,654
+6,110
14
$7.23M 2.26%
+172,236
15
$6.81M 2.12%
55,633
-52,604
16
$6.57M 2.05%
46,086
+12,090
17
$6.4M 2%
+58,970
18
$5.58M 1.74%
39,310
+12,870
19
$5.4M 1.69%
40,943
+799
20
$5.01M 1.56%
68,950
-1,911
21
$4.95M 1.55%
32,532
+5,988
22
$4.57M 1.42%
49,700
-2,426
23
$4.54M 1.42%
55,559
+4,164
24
$4.4M 1.37%
+88,730
25
$3.77M 1.18%
+52,858
1
2 3 4 5