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
$196M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Sector Composition

1 Technology 2.02%
2 Healthcare 0.34%
3 Energy 0.3%
4 Communication Services 0.15%
5 Real Estate 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-2,376
52
-3,670