HWA
Hilltop Wealth Advisors Portfolio holdings
AUM
$192M
1-Year Est. Return
14.78%
1 Year Est. Return
+14.78%
AUM
$178M
AUM Growth
+$912K
(+0.52%)
Holding
55
Top Buys
| 1 | +$4.34M | |
| 2 | +$1.86M | |
| 3 | +$1.6M | |
| 4 |
iShares ESG Aware MSCI EAFE ETF
ESGD
|
+$844K |
| 5 |
Health Care Select Sector SPDR Fund
XLV
|
+$771K |
Top Sells
| 1 | +$16.7M | |
| 2 | +$6.63M | |
| 3 | +$947K | |
| 4 |
Johnson & Johnson
JNJ
|
+$548K |
| 5 |
Vanguard Value ETF
VTV
|
+$304K |
Sector Composition
| 1 | Technology | 4.97% |
| 2 | Financials | 0.59% |
| 3 | Communication Services | 0.55% |
| 4 | Healthcare | 0.41% |
| 5 | Energy | 0.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Ventas
VTR
$31.6B
| $205K | 0.12% |
3,251
-18
|
|
||
|
52
Vanguard Value ETF
VTV
$147B
| – | – |
-1,757
|
|
||
53
iShares Core S&P Small-Cap ETF
IJR
$84.8B
| – | – |
-159,492
|
|
||
54
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2B
| – | – |
-24,657
|
|
||
|
BLDP
55
Ballard Power Systems
BLDP
$1.1B
| – | – |
-10,211
|
|