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
$198M
AUM Growth
-$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$364K
3
+$286K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$257K
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$228K

Top Sells

1
+$13.7M
2
+$866K
3
+$513K
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$434K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$214K

Sector Composition

1 Technology 3.3%
2 Communication Services 0.4%
3 Energy 0.37%
4 Consumer Discretionary 0.27%
5 Healthcare 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$923K 0.47%
2,248
-18
27
$904K 0.46%
32,436
-168
28
$739K 0.37%
11,863
-614
29
$728K 0.37%
37,180
30
$692K 0.35%
20,734
-2,313
31
$664K 0.34%
4,944
+338
32
$625K 0.32%
16,285
-916
33
$521K 0.26%
4,894
-2,005
34
$497K 0.25%
7,070
35
$360K 0.18%
3,268
36
$325K 0.16%
1,483
+164
37
$293K 0.15%
4,969
-261
38
$292K 0.15%
1,727
-116
39
$266K 0.13%
2,389
+24
40
$261K 0.13%
446
+29
41
$257K 0.13%
+1,357
42
$256K 0.13%
3,746
-200,091
43
$253K 0.13%
1,053
-153
44
$248K 0.13%
921
45
$243K 0.12%
2,688
-469
46
$243K 0.12%
451
47
$238K 0.12%
1,341
+45
48
$238K 0.12%
2,102
+4
49
$214K 0.11%
3,278
+6
50
$211K 0.11%
+521
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