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
$141M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$449K
2
+$362K
3
+$334K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$332K
5
ESGD icon
iShares ESG Aware MSCI EAFE ETF
ESGD
+$269K

Top Sells

1
+$282K
2
+$144K
3
+$40K
4
MGC icon
Vanguard Mega Cap 300 Index ETF
MGC
+$34.4K
5
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$27.1K

Sector Composition

1 Real Estate 0.63%
2 Financials 0.41%
3 Technology 0.29%
4 Communication Services 0.29%
5 Healthcare 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$352K 0.25%
820
27
$342K 0.24%
2,079
28
$332K 0.23%
2,136
29
$327K 0.23%
1,025
30
$321K 0.23%
7,100
31
$299K 0.21%
5,230
32
$288K 0.2%
3,814
33
$271K 0.19%
8,143
34
$241K 0.17%
2,376
35
$238K 0.17%
1,184
36
$211K 0.15%
2,885
1
2