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
$96.4M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$27.6M
2
+$20.7M
3
+$10.3M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$6.39M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.81M

Top Sells

No sells this quarter

Sector Composition

1 Real Estate 0.96%
2 Financials 0.45%
3 Communication Services 0.43%
4 Healthcare 0.31%
5 Consumer Discretionary 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27.6M 28.61%
+370,050
2
$20.7M 21.51%
+428,328
3
$10.3M 10.73%
+157,720
4
$6.39M 6.63%
+35,890
5
$4.81M 4.99%
+116,815
6
$4.75M 4.93%
+81,029
7
$3.91M 4.05%
+34,988
8
$3.65M 3.79%
+25,082
9
$3.17M 3.29%
+24,366
10
$2.56M 2.65%
+29,342
11
$1.63M 1.69%
+24,902
12
$809K 0.84%
+18,355
13
$780K 0.81%
+15,686
14
$592K 0.61%
+9,559
15
$438K 0.45%
+3,139
16
$419K 0.43%
+2,898
17
$380K 0.39%
+1,174
18
$377K 0.39%
+2,072
19
$347K 0.36%
+7,100
20
$303K 0.31%
+2,079
21
$302K 0.31%
+5,230
22
$297K 0.31%
+2,604
23
$284K 0.29%
+1,301
24
$283K 0.29%
+4,117
25
$281K 0.29%
+8,143
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