We are live on ! Find out more
HWA

Hilltop Wealth Advisors Portfolio holdings

AUM $167M
1-Year Est. Return 18.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$192M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$2.89M
3
+$2.72M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.71M
5
NVDA icon
NVIDIA
NVDA
+$2.45M

Top Sells

1
+$24.8M
2
+$2.71M
3
+$212K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$119K
5
IBM icon
IBM
IBM
+$106K

Sector Composition

1 Technology 9.05%
2 Communication Services 2.23%
3 Consumer Discretionary 1.77%
4 Financials 0.75%
5 Healthcare 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.14M 0.6%
19,869
-445,906
27
$1.04M 0.54%
12,990
-66
28
$889K 0.46%
27,874
-42
29
$869K 0.45%
20,004
-258
30
$796K 0.41%
12,191
31
$747K 0.39%
1,486
+717
32
$696K 0.36%
14,878
+9
33
$638K 0.33%
37,180
34
$613K 0.32%
7,023
35
$453K 0.24%
1,362
+187
36
$412K 0.21%
561
+32
37
$412K 0.21%
3,268
38
$375K 0.2%
3,522
39
$360K 0.19%
540
-7
40
$354K 0.18%
1,121
+9
41
$335K 0.17%
981
-14
42
$322K 0.17%
1,734
+242
43
$302K 0.16%
1,303
+25
44
$288K 0.15%
471
45
$271K 0.14%
+608
46
$270K 0.14%
818
+70
47
$270K 0.14%
449
48
$268K 0.14%
870
49
$264K 0.14%
1,971
-6
50
$230K 0.12%
3,287
+36
1
2
3