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
$144M
AUM Growth
+$1.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$294K
2
+$254K
3
+$127K
4
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$125K
5
ESML icon
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
+$97K

Top Sells

1
+$5.94M
2
+$803K
3
+$660K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$351K
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$120K

Sector Composition

1 Real Estate 0.61%
2 Financials 0.39%
3 Technology 0.35%
4 Consumer Discretionary 0.27%
5 Communication Services 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$365K 0.25%
766
27
$356K 0.25%
2,298
28
$356K 0.25%
2,079
29
$317K 0.22%
7,100
30
$307K 0.21%
1,936
31
$294K 0.2%
8,143
32
$293K 0.2%
3,814
33
$267K 0.19%
5,230
34
$252K 0.18%
2,376
35
$251K 0.17%
1,136
-21
36
$205K 0.14%
2,885
1
2