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
$131M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$1.49M
3
+$1.29M
4
ESML icon
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
+$360K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$288K

Top Sells

1
+$2.53M
2
+$2.16M
3
+$1.72M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$585K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$427K

Sector Composition

1 Real Estate 0.64%
2 Financials 0.42%
3 Communication Services 0.32%
4 Technology 0.27%
5 Healthcare 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23.1M 17.67%
354,828
-38,886
2
$18.8M 14.39%
162,125
+11,101
3
$16.3M 12.48%
+150,419
4
$12.7M 9.75%
259,591
+30,263
5
$10.6M 8.1%
799,192
+14,139
6
$9.34M 7.14%
135,028
+4,159
7
$5.95M 4.55%
114,239
-8,211
8
$5.12M 3.91%
23,112
-7,770
9
$5.02M 3.84%
35,524
+126
10
$4.5M 3.44%
181,578
-87,120
11
$4.09M 3.13%
29,196
-1,549
12
$3.41M 2.61%
16,470
-2,824
13
$2.18M 1.66%
22,862
-220
14
$1.35M 1.03%
25,965
-1,225
15
$876K 0.67%
11,537
+3,082
16
$681K 0.52%
9,448
-312
17
$516K 0.39%
5,876
+1,298
18
$459K 0.35%
7,269
-47
19
$455K 0.35%
1,772
-39
20
$432K 0.33%
9,985
+1,702
21
$424K 0.32%
2,298
-600
22
$360K 0.28%
+9,332
23
$357K 0.27%
1,514
24
$355K 0.27%
6,015
-39
25
$342K 0.26%
2,079
1
2