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
$198M
AUM Growth
-$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$364K
3
+$286K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$257K
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$228K

Top Sells

1
+$13.7M
2
+$866K
3
+$513K
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$434K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$214K

Sector Composition

1 Technology 3.3%
2 Communication Services 0.4%
3 Energy 0.37%
4 Consumer Discretionary 0.27%
5 Healthcare 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$18.3K 0.01%
+11,003
52
– –
-1,763
53
– –
-8,392
54
– –
-4,063
1 2
3