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
$112M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$7.97M
2
+$962K
3
+$377K
4
DE icon
Deere & Co
DE
+$229K
5
VV icon
Vanguard Large-Cap ETF
VV
+$215K

Top Sells

1
+$6.04M
2
+$547K
3
+$153K
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$124K
5
MGC icon
Vanguard Mega Cap 300 Index ETF
MGC
+$67.3K

Sector Composition

1 Real Estate 0.7%
2 Communication Services 0.47%
3 Technology 0.3%
4 Healthcare 0.29%
5 Consumer Discretionary 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$315K 0.28%
840
27
$281K 0.25%
7,100
28
$272K 0.24%
1,025
29
$271K 0.24%
2,136
30
$256K 0.23%
5,230
31
$246K 0.22%
8,143
32
$229K 0.2%
+850
33
$215K 0.19%
+1,221
34
– –
-201,662
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