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
$118M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$20.9M
2
+$15.8M
3
+$1.13M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$809K
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$426K

Top Sells

1
+$14.9M
2
+$3.51M
3
+$2.66M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.21M
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$716K

Sector Composition

1 Healthcare 0.75%
2 Financials 0.41%
3 Real Estate 0.37%
4 Technology 0.31%
5 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$493K 0.42%
8,002
-1,542
27
$376K 0.32%
15,155
-141,626
28
$367K 0.31%
2,079
29
$365K 0.31%
1,715
30
$363K 0.31%
1,514
31
$293K 0.25%
+1,816
32
$270K 0.23%
1,924
-903
33
$260K 0.22%
1,936
34
$236K 0.2%
5,230
35
$223K 0.19%
2,376
36
$220K 0.19%
+2,005
37
$214K 0.18%
4,028
-289
38
$213K 0.18%
+8,923
39
$204K 0.17%
+8,143
40
– –
-2,298
41
– –
-414,229
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