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
$117M
AUM Growth
-$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$23.8M
2
+$580K
3
+$304K
4
ESML icon
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
+$265K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$218K

Top Sells

1
+$16.5M
2
+$14.5M
3
+$12.1M
4
MGC icon
Vanguard Mega Cap 300 Index ETF
MGC
+$1.88M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$830K

Sector Composition

1 Real Estate 0.51%
2 Financials 0.45%
3 Technology 0.4%
4 Healthcare 0.31%
5 Communication Services 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$264K 0.22%
1,936
27
$264K 0.22%
4,324
-2,977
28
$262K 0.22%
2,376
29
$232K 0.2%
1,112
-24
30
$232K 0.2%
11,097
-787,756
31
– –
-150,025
32
– –
-124,851
33
– –
-25,005
34
– –
-7,100
35
– –
-955
36
– –
-6,038
37
– –
-3,814
1
2