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
$97.3M
AUM Growth
-$5.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$3.75M
2
+$2.17M
3
+$2.02M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$930K
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$872K

Top Sells

1
+$3.32M
2
+$1.76M
3
+$1.53M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$673K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$638K

Sector Composition

1 Financials 0.43%
2 Technology 0.36%
3 Healthcare 0.35%
4 Communication Services 0.22%
5 Real Estate 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$451K 0.46%
+32,312
27
$367K 0.38%
1,715
28
$353K 0.36%
1,514
29
$349K 0.36%
+2,827
30
$340K 0.35%
2,079
31
$246K 0.25%
687
32
$219K 0.23%
4,317
-7
33
$217K 0.22%
2,298
34
$214K 0.22%
2,376
35
$210K 0.22%
5,230
36
$202K 0.21%
1,936
37
– –
-8,143
38
– –
-7,011
1
2