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
$177M
AUM Growth
-$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$942K
2
+$937K
3
+$842K
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$651K
5
AAPL icon
Apple
AAPL
+$370K

Top Sells

1
+$13M
2
+$1.48M
3
+$365K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$363K
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$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 Change
in Stake 		Capital Flow
51
$11.2K 0.01%
10,211
-792
52
– –
-521
53
– –
-3,278
54
– –
-2,389
55
– –
-3,746
56
– –
-2,688
1 2
3