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
$91.3M
AUM Growth
+$9.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$8.25M
3
+$7.27M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$4.74M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$4.49M

Top Sells

1
+$27.8M
2
+$4.41M
3
+$4.29M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$2.15M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.64M

Sector Composition

1 Real Estate 0.54%
2 Communication Services 0.35%
3 Technology 0.34%
4 Consumer Discretionary 0.33%
5 Healthcare 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$250K 0.27%
7,792
+178
27
$224K 0.25%
+8,143
28
$201K 0.22%
2,136
-903
29
$144K 0.16%
+11,526
30
– –
-5,069
1
2