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
$214M
AUM Growth
+$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$3.43M
2
+$1.56M
3
+$1.5M
4
ISRG icon
Intuitive Surgical
ISRG
+$866K
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$472K

Top Sells

1
+$1.44M
2
+$675K
3
+$320K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$235K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$221K

Sector Composition

1 Technology 3.04%
2 Healthcare 0.64%
3 Energy 0.28%
4 Communication Services 0.22%
5 Real Estate 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.16M 0.54%
27,665
-185
27
$870K 0.41%
2,266
-1
28
$866K 0.4%
+1,763
29
$849K 0.4%
32,604
-4,456
30
$839K 0.39%
23,047
-394
31
$778K 0.36%
12,477
-1,453
32
$749K 0.35%
6,899
+3,242
33
$710K 0.33%
17,201
-465
34
$597K 0.28%
37,180
35
$559K 0.26%
4,606
-9
36
$552K 0.26%
7,070
37
$513K 0.24%
4,063
38
$356K 0.17%
3,268
39
$335K 0.16%
5,230
40
$322K 0.15%
1,843
-776
41
$256K 0.12%
1,296
+21
42
$255K 0.12%
3,157
+32
43
$254K 0.12%
1,206
+41
44
$246K 0.11%
1,319
-278
45
$242K 0.11%
921
46
$239K 0.11%
2,098
+35
47
$239K 0.11%
+417
48
$238K 0.11%
3,272
+55
49
$238K 0.11%
451
+2
50
$227K 0.11%
2,365
+10
1
2
3