HWA
Hilltop Wealth Advisors Portfolio holdings
AUM
$167M
1-Year Est. Return
18.27%
This Fund
S&P 500
1 Year Est. Return
+18.27%
AUM
$199M
AUM Growth
+$7.27M
(+3.8%)
Holding
54
Top Buys
| 1 | +$362K | |
| 2 | +$326K | |
| 3 | +$292K | |
| 4 |
iShares Core S&P US Value ETF
IUSV
|
+$234K |
| 5 |
Welltower
WELL
|
+$208K |
Top Sells
| 1 | +$467K | |
| 2 | +$339K | |
| 3 | +$199K | |
| 4 |
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
|
+$191K |
| 5 |
iShares ESG Optimized MSCI USA ETF
SUSA
|
+$129K |
Sector Composition
| 1 | Technology | 9.03% |
| 2 | Communication Services | 2.78% |
| 3 | Consumer Discretionary | 1.93% |
| 4 | Financials | 0.68% |
| 5 | Healthcare | 0.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Abbott
ABT
$159B
| $215K | 0.11% |
1,713
-258
|
|
||
|
52
Welltower
WELL
$141B
| $207K | 0.1% |
+1,114
|
|
||
53
Royal Bank of Canada
RY
$245B
| $203K | 0.1% |
+1,193
|
|
||
54
Merck
MRK
$279B
| $201K | 0.1% |
+1,905
|
|