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
$81.9M
AUM Growth
-$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Sells

1 +$733K
2 +$302K
3 +$284K
4
DOC icon
Healthpeak Properties
DOC
+$281K
5
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$267K

Sector Composition

1 Communication Services 0.34%
2 Financials 0.33%
3 Healthcare 0.33%
4 Real Estate 0.31%
5 Technology 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-1,471
27
-5,230
28
-2,544
29
-8,143
30
-2,438