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
$142M
AUM Growth
+$1.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$712K
3
+$625K
4
FENY icon
Fidelity MSCI Energy Index ETF
FENY
+$471K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$290K

Top Sells

1
+$989K
2
+$184K
3
+$148K
4
MGC icon
Vanguard Mega Cap 300 Index ETF
MGC
+$117K
5
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$53.5K

Sector Composition

1 Real Estate 0.61%
2 Financials 0.39%
3 Technology 0.3%
4 Communication Services 0.27%
5 Consumer Discretionary 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$336K 0.24%
1,025
27
$336K 0.24%
2,079
28
$330K 0.23%
766
-54
29
$317K 0.22%
1,936
-200
30
$311K 0.22%
7,100
31
$289K 0.2%
5,230
32
$287K 0.2%
3,814
33
$273K 0.19%
8,143
34
$236K 0.17%
2,376
35
$232K 0.16%
1,157
-27
36
$205K 0.14%
2,885
1
2