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
$131M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$1.49M
3
+$1.29M
4
ESML icon
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
+$360K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$288K

Top Sells

1
+$2.53M
2
+$2.16M
3
+$1.72M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$585K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$427K

Sector Composition

1 Real Estate 0.64%
2 Financials 0.42%
3 Communication Services 0.32%
4 Technology 0.27%
5 Healthcare 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$326K 0.25%
820
-20
27
$325K 0.25%
2,136
28
$313K 0.24%
1,025
29
$305K 0.23%
7,100
30
$279K 0.21%
5,230
31
$278K 0.21%
3,814
-1,482
32
$258K 0.2%
8,143
33
$251K 0.19%
10,342
-3,927
34
$219K 0.17%
+2,376
35
$219K 0.17%
1,184
-37
36
$203K 0.16%
+2,885
37
– –
-850
1
2