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
$214M
AUM Growth
+$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$3.43M
2 +$1.56M
3 +$1.5M
4
ISRG icon
Intuitive Surgical
ISRG
+$866K
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$472K

Top Sells

1 +$1.44M
2 +$675K
3 +$320K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$235K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$221K

Sector Composition

1 Technology 3.04%
2 Healthcare 0.64%
3 Energy 0.28%
4 Communication Services 0.22%
5 Real Estate 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$202K 0.09%
8,392
52
-1,732
53
-1,290
54
-26,217