HWA
Hilltop Wealth Advisors Portfolio holdings
AUM
$178M
This Quarter Return
+18.41%
1 Year Return
+11.85%
3 Year Return
+40.74%
5 Year Return
+57.71%
10 Year Return
–
AUM
$91.3M
AUM Growth
+$91.3M
(+12%)
Cap. Flow
-$3.3M
Cap. Flow
% of AUM
-3.61%
Top 10 Holdings %
Top 10 Hldgs %
87.83%
Holding
30
New
5
Increased
4
Reduced
15
Closed
1
Top Buys
| 1 |
iShares National Muni Bond ETF
MUB
|
$14M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$8.25M |
| 3 |
Energy Select Sector SPDR Fund
XLE
|
$7.27M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$4.74M |
| 5 |
Schwab US Mid-Cap ETF
SCHM
|
$4.49M |
Top Sells
| 1 |
iShares MSCI EAFE Min Vol Factor ETF
EFAV
|
$27.8M |
| 2 |
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
|
$4.41M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$4.29M |
| 4 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$2.15M |
| 5 |
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% |
