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
$98.8M
AUM Growth
+$7.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$288K
3
+$227K
4
VTR icon
Ventas
VTR
+$219K
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$191K

Top Sells

1
+$97.1K
2
+$74.8K
3
+$63.3K
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$60.4K
5
HD icon
Home Depot
HD
+$48.9K

Sector Composition

1 Real Estate 0.69%
2 Communication Services 0.36%
3 Technology 0.32%
4 Healthcare 0.31%
5 Consumer Discretionary 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23.2M 23.53%
402,284
+2,088
2
$16.6M 16.77%
142,818
+18,940
3
$9.33M 9.45%
228,073
+3,206
4
$8.25M 8.36%
129,472
+3,560
5
$6.04M 6.12%
201,662
+9,614
6
$5.57M 5.64%
31,621
-359
7
$5.26M 5.33%
121,681
+1,924
8
$4.89M 4.95%
264,345
+8,130
9
$3.9M 3.95%
34,703
+1,699
10
$3.75M 3.79%
31,249
-624
11
$3.69M 3.74%
19,901
-326
12
$1.8M 1.82%
23,459
-77
13
$1.01M 1.02%
27,160
+45
14
$591K 0.6%
9,810
-95
15
$481K 0.49%
7,572
-501
16
$412K 0.42%
1,811
-68
17
$401K 0.41%
7,274
18
$360K 0.36%
2,898
19
$359K 0.36%
5,271
-1,425
20
$318K 0.32%
1,514
21
$318K 0.32%
6,044
+9
22
$310K 0.31%
2,079
23
$285K 0.29%
1,025
-176
24
$282K 0.29%
840
25
$266K 0.27%
7,481
-311
1
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