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
$112M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$7.97M
2
+$962K
3
+$377K
4
DE icon
Deere & Co
DE
+$229K
5
VV icon
Vanguard Large-Cap ETF
VV
+$215K

Top Sells

1
+$6.04M
2
+$547K
3
+$153K
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$124K
5
MGC icon
Vanguard Mega Cap 300 Index ETF
MGC
+$67.3K

Sector Composition

1 Real Estate 0.7%
2 Communication Services 0.47%
3 Technology 0.3%
4 Healthcare 0.29%
5 Consumer Discretionary 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$25.1M 22.38%
393,714
-8,570
2
$17.7M 15.76%
151,024
+8,206
3
$10.8M 9.64%
229,328
+1,255
4
$8.88M 7.91%
130,869
+1,397
5
$7.97M 7.1%
+785,053
6
$6.39M 5.69%
30,882
-739
7
$6.14M 5.46%
122,450
+769
8
$6.11M 5.44%
268,698
+4,353
9
$4.53M 4.04%
35,398
+695
10
$4.1M 3.65%
30,745
-504
11
$3.93M 3.5%
19,294
-607
12
$2M 1.78%
23,082
-377
13
$1.25M 1.11%
27,190
+30
14
$674K 0.6%
9,760
-50
15
$618K 0.55%
8,455
+883
16
$525K 0.47%
2,898
17
$459K 0.41%
1,811
18
$447K 0.4%
7,316
+42
19
$403K 0.36%
14,269
+3,518
20
$389K 0.35%
5,296
+25
21
$377K 0.34%
+4,578
22
$350K 0.31%
6,054
+10
23
$348K 0.31%
8,283
+802
24
$337K 0.3%
1,514
25
$327K 0.29%
2,079
1
2