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
$91.3M
AUM Growth
+$9.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$8.25M
3
+$7.27M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$4.74M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$4.49M

Top Sells

1
+$27.8M
2
+$4.41M
3
+$4.29M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$2.15M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.64M

Sector Composition

1 Real Estate 0.54%
2 Communication Services 0.35%
3 Technology 0.34%
4 Consumer Discretionary 0.33%
5 Healthcare 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20.8M 22.73%
400,196
-31,544
2
$14.3M 15.65%
123,878
+121,274
3
$8.72M 9.55%
224,867
+212,671
4
$7.63M 8.36%
125,912
-35,540
5
$7.27M 7.96%
+192,048
6
$5.24M 5.74%
31,980
-2,102
7
$4.74M 5.19%
+119,757
8
$4.49M 4.92%
+256,215
9
$3.57M 3.91%
33,004
+2,013
10
$3.49M 3.82%
31,873
-5,956
11
$3.31M 3.62%
20,227
-3,602
12
$1.72M 1.89%
23,536
-1,755
13
$964K 1.06%
27,115
-120,555
14
$566K 0.62%
9,905
-298
15
$489K 0.54%
8,073
-450
16
$442K 0.48%
6,696
-420,967
17
$380K 0.42%
1,879
-193
18
$378K 0.41%
7,274
-84,778
19
$323K 0.35%
2,898
20
$308K 0.34%
1,514
21
$301K 0.33%
1,201
22
$300K 0.33%
6,035
-3,045
23
$292K 0.32%
2,079
24
$265K 0.29%
7,100
25
$260K 0.28%
840
-327
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