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
$124M
AUM Growth
+$6.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$1.06M
3
+$637K
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$429K
5
DIS icon
Walt Disney
DIS
+$230K

Top Sells

1
+$379K
2
+$367K
3
+$344K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$281K
5
JPM icon
JPMorgan Chase
JPM
+$260K

Sector Composition

1 Technology 0.37%
2 Healthcare 0.33%
3 Communication Services 0.19%
4 Financials 0.18%
5 Real Estate 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$526K 0.42%
7,862
-140
27
$465K 0.37%
1,614
+100
28
$424K 0.34%
1,701
-14
29
$394K 0.32%
2,852
+928
30
$230K 0.19%
+2,298
31
$227K 0.18%
2,376
32
$227K 0.18%
5,230
33
$217K 0.17%
3,978
-50
34
$217K 0.17%
8,710
-6,445
35
$211K 0.17%
1,324
-492
36
$203K 0.16%
2,005
37
$200K 0.16%
8,923
38
– –
-8,143
39
– –
-2,079
40
– –
-1,936
1
2