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
$199M
AUM Growth
+$3.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$11.3M
2 +$709K
3 +$462K
4
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$418K
5
AMZN icon
Amazon
AMZN
+$309K

Sector Composition

1 Technology 2.21%
2 Healthcare 0.32%
3 Energy 0.3%
4 Communication Services 0.24%
5 Consumer Discretionary 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$212K 0.11%
+3,125
52
$211K 0.11%
8,392
53
-188,125