HWA

Hilltop Wealth Advisors Portfolio holdings

AUM $192M
1-Year Est. Return 14.78%
This Quarter Est. Return
1 Year Est. Return
+14.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$96.4M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$27.6M
2 +$20.7M
3 +$10.3M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$6.39M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.81M

Top Sells

No sells this quarter

Sector Composition

1 Real Estate 0.96%
2 Financials 0.45%
3 Communication Services 0.43%
4 Healthcare 0.31%
5 Consumer Discretionary 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$270K 0.28%
+1,714
27
$263K 0.27%
+2,438
28
$232K 0.24%
+2,544
29
$217K 0.23%
+1,471