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
$196M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$2.47M
3
+$1.69M
4
CVMC icon
Calvert US Mid-Cap Core Responsible Index ETF
CVMC
+$1.51M
5
ESML icon
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
+$1.16M

Top Sells

1
+$10.6M
2
+$2.25M
3
+$568K
4
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$311K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$258K

Sector Composition

1 Technology 2.02%
2 Healthcare 0.34%
3 Energy 0.3%
4 Communication Services 0.15%
5 Real Estate 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$886K 0.45%
38,240
-1,984
27
$860K 0.44%
14,151
-1,224
28
$820K 0.42%
2,381
-425
29
$762K 0.39%
23,638
-673
30
$740K 0.38%
20,460
-2,240
31
$686K 0.35%
+4,000
32
$590K 0.3%
1,401
-250
33
$585K 0.3%
+37,180
34
$525K 0.27%
7,076
-182
35
$480K 0.25%
4,173
-356
36
$471K 0.24%
11,466
-4,707
37
$444K 0.23%
2,726
-70
38
$393K 0.2%
3,657
39
$329K 0.17%
3,268
40
$286K 0.15%
2,334
-90
41
$232K 0.12%
2,043
+4
42
$228K 0.12%
5,241
+11
43
$223K 0.11%
3,202
-309
44
$221K 0.11%
922
-8
45
$220K 0.11%
+1,668
46
$219K 0.11%
1,204
-125
47
$219K 0.11%
+2,420
48
$217K 0.11%
8,392
-531
49
$216K 0.11%
+449
50
$210K 0.11%
+1,048
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