HWA
Hilltop Wealth Advisors Portfolio holdings
AUM
$167M
1-Year Est. Return
18.27%
This Fund
S&P 500
1 Year Est. Return
+18.27%
AUM
$167M
AUM Growth
-$32.2M
(-16%)
Holding
58
Top Buys
| 1 | +$2.29M | |
| 2 | +$501K | |
| 3 | +$501K | |
| 4 |
iShares Core S&P US Growth ETF
IUSG
|
+$440K |
| 5 |
State Street SPDR Portfolio Emerging Markets ETF
SPEM
|
+$332K |
Top Sells
| 1 | +$13.2M | |
| 2 | +$4.11M | |
| 3 | +$3.07M | |
| 4 |
Amazon
AMZN
|
+$2.66M |
| 5 |
Microsoft
MSFT
|
+$1.89M |
Sector Composition
| 1 | Technology | 6.4% |
| 2 | Communication Services | 0.66% |
| 3 | Financials | 0.64% |
| 4 | Healthcare | 0.54% |
| 5 | Consumer Discretionary | 0.48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Welltower
WELL
$148B
| $227K | 0.14% |
1,146
+32
|
|
||
52
Walmart Inc
WMT
$1.02T
| $220K | 0.13% |
+1,767
|
|
||
53
Wipro
WIT
$22.9B
| $24.3K | 0.01% |
+11,466
|
|
||
54
Abbott
ABT
$168B
| – | – |
-1,713
|
|
||
55
Walt Disney
DIS
$188B
| – | – |
-1,994
|
|
||
56
Fidelity MSCI Energy Index ETF
FENY
$1.88B
| – | – |
-534,019
|
|
||
57
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$36.4B
| – | – |
-16,579
|
|
||
58
Royal Bank of Canada
RY
$248B
| – | – |
-1,193
|
|