HWA
Hilltop Wealth Advisors Portfolio holdings
AUM
$178M
This Quarter Return
+5.64%
1 Year Return
+11.85%
3 Year Return
+40.74%
5 Year Return
+57.71%
10 Year Return
–
AUM
$136M
AUM Growth
+$136M
(+9.1%)
Cap. Flow
+$4.65M
Cap. Flow
% of AUM
3.43%
Top 10 Holdings %
Top 10 Hldgs %
81.44%
Holding
41
New
4
Increased
14
Reduced
15
Closed
6
Top Buys
| 1 |
JPMorgan Equity Premium Income ETF
JEPI
|
$19.7M |
| 2 |
iShares Core S&P US Growth ETF
IUSG
|
$597K |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$485K |
| 4 |
iShares ESG Screened S&P Mid-Cap ETF
XJH
|
$449K |
| 5 |
Vanguard Growth ETF
VUG
|
$431K |
Top Sells
Sector Composition
| 1 | Technology | 0.4% |
| 2 | Real Estate | 0.18% |
| 3 | Financials | 0.17% |
| 4 | Healthcare | 0.16% |
| 5 | Communication Services | 0.16% |
