HWA

Hilltop Wealth Advisors Portfolio holdings

AUM $199M
1-Year Est. Return 18.34%
This Quarter Est. Return
1 Year Est. Return
+18.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$178M
AUM Growth
+$912K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$4.34M
2
+$1.86M
3
+$1.6M
4
ESGD icon
iShares ESG Aware MSCI EAFE ETF
ESGD
+$844K
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$771K

Top Sells

1
+$16.7M
2
+$6.63M
3
+$947K
4
JNJ icon
Johnson & Johnson
JNJ
+$548K
5
VTV icon
Vanguard Value ETF
VTV
+$304K

Sector Composition

1 Technology 4.97%
2 Financials 0.59%
3 Communication Services 0.55%
4 Healthcare 0.41%
5 Energy 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$815K 0.46%
27,916
-1,086
27
$794K 0.45%
20,262
-18
28
$756K 0.42%
12,191
-471
29
$674K 0.38%
37,180
30
$636K 0.36%
14,869
-340
31
$586K 0.33%
7,023
-331
32
$481K 0.27%
2,192
-235
33
$390K 0.22%
529
+28
34
$380K 0.21%
3,268
35
$374K 0.21%
769
+152
36
$373K 0.21%
2,118
+183
37
$368K 0.21%
3,522
-778
38
$358K 0.2%
1,175
39
$353K 0.2%
995
+42
40
$338K 0.19%
547
+150
41
$322K 0.18%
1,112
-74
42
$269K 0.15%
1,977
+28
43
$267K 0.15%
471
44
$248K 0.14%
870
45
$248K 0.14%
+449
46
$237K 0.13%
1,278
+9
47
$228K 0.13%
1,492
-3,585
48
$219K 0.12%
+1,770
49
$212K 0.12%
+823
50
$206K 0.12%
+748
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