HWA
Hilltop Wealth Advisors Portfolio holdings
AUM
$192M
1-Year Est. Return
14.78%
1 Year Est. Return
+14.78%
AUM
$192M
AUM Growth
+$13.9M
(+7.8%)
Holding
53
Top Buys
| 1 | +$12.9M | |
| 2 | +$3.26M | |
| 3 | +$3.15M | |
| 4 |
Amazon
AMZN
|
+$2.64M |
| 5 |
NVIDIA
NVDA
|
+$2.63M |
Top Sells
| 1 | +$25.6M | |
| 2 | +$2.71M | |
| 3 | +$212K | |
| 4 |
iShares S&P 500 Value ETF
IVE
|
+$123K |
| 5 |
IBM
IBM
|
+$115K |
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 | |
|---|---|---|---|---|---|---|
51
Walt Disney
DIS
$191B
| $203K | 0.11% |
1,769
-1
|
|
||
52
GE Aerospace
GE
$304B
| – | – |
-823
|
|
||
53
Vanguard Tax-Exempt Bond Index Fund
VTEB
$41.2B
| – | – |
-55,360
|
|