HWA

Hilltop Wealth Advisors Portfolio holdings

AUM $199M
1-Year Est. Return 18.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.34%
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
+$1.02M
2
+$1.01M
3
+$794K
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$648K
5
AAPL icon
Apple
AAPL
+$386K

Top Sells

1
+$13.1M
2
+$1.61M
3
+$398K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$394K
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$357K

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
– –
-3,746
53
– –
-2,389
54
– –
-3,278
55
– –
-521
56
– –
-2,688
1 2
3