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
$175M
AUM Growth
+$46.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$14.1M
3
+$10.3M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$644K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$408K

Top Sells

1
+$10.5M
2
+$305K
3
+$130K
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$119K
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$97.7K

Sector Composition

1 Technology 0.35%
2 Healthcare 0.25%
3 Real Estate 0.15%
4 Financials 0.14%
5 Communication Services 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$779K 0.44%
24,311
+667
27
$621K 0.35%
1,651
-87
28
$610K 0.35%
16,173
+2,218
29
$511K 0.29%
7,258
30
$475K 0.27%
4,529
-1,132
31
$418K 0.24%
2,796
-129
32
$396K 0.23%
+3,657
33
$298K 0.17%
3,268
34
$261K 0.15%
5,230
35
$240K 0.14%
2,376
-29
36
$227K 0.13%
3,511
-69
37
$224K 0.13%
2,039
-83
38
$219K 0.12%
+2,424
39
$206K 0.12%
1,329
-45
40
$206K 0.12%
8,923
41
$204K 0.12%
+3,670
42
$203K 0.12%
+930
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