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
$129M
AUM Growth
-$6.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$641K
2
+$374K
3
+$259K
4
FENY icon
Fidelity MSCI Energy Index ETF
FENY
+$222K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$212K

Top Sells

1
+$2.03M
2
+$632K
3
+$215K
4
DIS icon
Walt Disney
DIS
+$215K
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$143K

Sector Composition

1 Technology 0.42%
2 Healthcare 0.32%
3 Real Estate 0.17%
4 Financials 0.16%
5 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$473K 0.37%
13,955
+1,362
27
$467K 0.36%
7,258
-370
28
$404K 0.31%
2,925
-47
29
$374K 0.29%
+5,576
30
$266K 0.21%
3,268
31
$222K 0.17%
+8,923
32
$220K 0.17%
5,230
33
$217K 0.17%
3,580
34
$210K 0.16%
2,405
+29
35
$206K 0.16%
2,122
+83
36
$205K 0.16%
+1,374
37
– –
-3,918
38
– –
-2,406
1
2