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
$199M
AUM Growth
+$3.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$709K
3
+$462K
4
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$418K
5
AMZN icon
Amazon
AMZN
+$309K

Top Sells

1
+$10.9M
2
+$396K
3
+$295K
4
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$290K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$255K

Sector Composition

1 Technology 2.21%
2 Healthcare 0.32%
3 Energy 0.3%
4 Communication Services 0.24%
5 Consumer Discretionary 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$934K 0.47%
37,060
-1,180
27
$862K 0.43%
1,928
+527
28
$848K 0.43%
2,267
-114
29
$815K 0.41%
13,930
-221
30
$786K 0.39%
23,441
-197
31
$665K 0.33%
17,666
-2,794
32
$603K 0.3%
37,180
33
$570K 0.29%
4,615
+2,195
34
$514K 0.26%
7,070
-6
35
$485K 0.24%
4,063
-110
36
$450K 0.23%
11,376
-90
37
$420K 0.21%
2,619
-107
38
$390K 0.2%
3,657
39
$339K 0.17%
3,268
40
$309K 0.15%
+1,597
41
$268K 0.13%
5,230
-11
42
$236K 0.12%
1,165
+117
43
$235K 0.12%
+1,290
44
$234K 0.12%
2,355
+21
45
$230K 0.12%
921
-1
46
$224K 0.11%
449
47
$221K 0.11%
3,217
+15
48
$219K 0.11%
1,275
+71
49
$214K 0.11%
1,732
+64
50
$214K 0.11%
2,063
+20
1
2
3