HWA
Hilltop Wealth Advisors Portfolio holdings
AUM $178M
This Quarter Return
-3.92%
1 Year Return
+11.85%
3 Year Return
+40.74%
5 Year Return
+57.71%
10 Year Return
–
AUM
$177M
AUM Growth
-$20.7M (-10%)
Cap. Flow
-$12.5M
Cap. Flow % of AUM
-7.04%
Top 10 Holdings %Top 10 Hldgs %
73.73%
Holding
56
New
5
Increased
18
Reduced
26
Closed
5
Top Buys
| 1 | $942K | |
| 2 | $937K | |
| 3 | $842K | |
| 4 | $651K | |
| 5 | $370K |
Top Sells
| 1 | $13M | |
| 2 | $1.48M | |
| 3 | $365K | |
| 4 | $363K | |
| 5 | $352K |
Sector Composition
| 1 | Technology | 3.91% |
| 2 | Healthcare | 0.77% |
| 3 | Financials | 0.54% |
| 4 | Energy | 0.39% |
| 5 | Communication Services | 0.33% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $11.2K | 0.01% | 10,211 -792 | -7% | -$871 | |||
| – | – | -3,746 | Closed | -$256K | |||
| – | – | -2,389 | Closed | -$266K | |||
| – | – | -3,278 | Closed | -$214K | |||
| – | – | -521 | Closed | -$211K | |||
| – | – | -2,688 | Closed | -$243K |
