Hilltop Wealth Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares National Muni Bond ETF
MUB
|
+$13.8M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$7.77M |
| 3 |
State Street Energy Select Sector SPDR ETF
XLE
|
+$7.14M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$4.43M |
| 5 |
Schwab US Mid-Cap ETF
SCHM
|
+$4.18M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares MSCI EAFE Min Vol Factor ETF
EFAV
|
+$27.3M |
| 2 |
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
|
+$4.29M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$4M |
| 4 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$2.11M |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
+$1.51M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 97.9% |
| 2 | Real Estate | 0.54% |
| 3 | Communication Services | 0.35% |
| 4 | Technology | 0.34% |
| 5 | Consumer Discretionary | 0.33% |
Similar funds
Hilltop Wealth Advisors's Q2 2020 Portfolio in Review
As of Q2 2020, Hilltop Wealth Advisors held 30 positions worth $91.3M, up 12% from $81.9M the previous quarter. Its ten largest holdings account for 88% of the portfolio.
Hilltop Wealth Advisors withdrew a net $3.64M in Q2 2020, closing 1 position and reducing 15 holdings. Its most notable exit was iShares Core MSCI Total International Stock ETF, an estimated $238K position sold in full.
By sector, the portfolio is most concentrated in Miscellaneous at 98% of assets, down from 98% a quarter earlier, followed by Real Estate and Communication Services.
Against the trend, Hilltop Wealth Advisors opened a new position in State Street Energy Select Sector SPDR ETF worth $7.27M.
- Hilltop Wealth Advisors's largest Q2 2020 buy was State Street Energy Select Sector SPDR ETF: 384,096 shares worth $7.27M.
- Hilltop Wealth Advisors added most to iShares National Muni Bond ETF in Q2 2020, an estimated $13.8M increase.
- Hilltop Wealth Advisors's biggest Q2 2020 reduction was iShares MSCI EAFE Min Vol Factor ETF, cutting an estimated $27.3M.
- Hilltop Wealth Advisors fully exited iShares Core MSCI Total International Stock ETF in Q2 2020, selling an estimated $238K.
- Hilltop Wealth Advisors's ten largest holdings make up 88% of its $91.3M portfolio in Q2 2020.
- Hilltop Wealth Advisors opened 5 new positions and closed 1 in Q2 2020.
- Hilltop Wealth Advisors's portfolio value rose 12% quarter-over-quarter to $91.3M.
Based on Hilltop Wealth Advisors's 13F filing for Q2 2020, filed 9 Jul 2020.