HWA

Hilltop Wealth Advisors Portfolio holdings

AUM $199M
1-Year Est. Return 18.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.34%
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 Buys

1
+$4.05M
2
+$1.15M
3
+$788K
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$595K
5
MGC icon
Vanguard Mega Cap 300 Index ETF
MGC
+$303K

Top Sells

1
+$875K
2
+$324K
3
+$313K
4
VTR icon
Ventas
VTR
+$302K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$299K

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
– –
-2,544
27
– –
-5,230
28
– –
-1,471
29
– –
-2,438
30
– –
-8,143
1
2