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
$177M
AUM Growth
-$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$942K
2
+$937K
3
+$842K
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$651K
5
AAPL icon
Apple
AAPL
+$370K

Top Sells

1
+$13M
2
+$1.48M
3
+$365K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$363K
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$352K

Sector Composition

1 Technology 3.91%
2 Healthcare 0.77%
3 Financials 0.54%
4 Energy 0.39%
5 Communication Services 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$842K 0.48%
+5,077
27
$816K 0.46%
2,200
-48
28
$739K 0.42%
12,662
+799
29
$726K 0.41%
29,002
-3,434
30
$723K 0.41%
6,672
+1,728
31
$709K 0.4%
20,280
-454
32
$691K 0.39%
37,180
33
$599K 0.34%
15,209
-1,076
34
$556K 0.31%
7,354
+284
35
$462K 0.26%
2,427
+944
36
$453K 0.26%
4,300
-594
37
$335K 0.19%
3,268
38
$334K 0.19%
+953
39
$329K 0.19%
+617
40
$318K 0.18%
+1,175
41
$304K 0.17%
1,757
+30
42
$299K 0.17%
1,935
+578
43
$291K 0.16%
1,186
+133
44
$289K 0.16%
501
+55
45
$266K 0.15%
1,269
-72
46
$259K 0.15%
1,949
-153
47
$242K 0.14%
471
+20
48
$225K 0.13%
3,269
-1,700
49
$224K 0.13%
870
-51
50
$222K 0.13%
+397
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