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
$98.8M
AUM Growth
+$7.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1 +$2.2M
2 +$288K
3 +$227K
4
VTR icon
Ventas
VTR
+$219K
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$191K

Top Sells

1 +$97.1K
2 +$74.8K
3 +$63.3K
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$60.4K
5
HD icon
Home Depot
HD
+$48.9K

Sector Composition

1 Real Estate 0.69%
2 Communication Services 0.36%
3 Technology 0.32%
4 Healthcare 0.31%
5 Consumer Discretionary 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$238K 0.24%
7,100
27
$221K 0.22%
8,143
28
$219K 0.22%
+5,230
29
$206K 0.21%
2,136
30
$199K 0.2%
10,751
-775