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
$103M
AUM Growth
-$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$766K
3
+$579K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$558K
5
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$545K

Top Sells

1
+$16.3M
2
+$272K
3
+$232K
4
VV icon
Vanguard Large-Cap ETF
VV
+$232K
5
MGC icon
Vanguard Mega Cap 300 Index ETF
MGC
+$31.8K

Sector Composition

1 Real Estate 0.47%
2 Financials 0.44%
3 Technology 0.38%
4 Healthcare 0.36%
5 Consumer Staples 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$240K 0.23%
4,324
27
$230K 0.22%
2,376
28
$218K 0.21%
1,936
29
$217K 0.21%
2,298
30
$211K 0.21%
8,143
31
– –
-1,112
32
– –
-4,082
33
– –
-11,097
1
2