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
$103M
AUM Growth
-$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$766K
3
+$579K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$558K
5
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$545K

Top Sells

1
+$16.3M
2
+$272K
3
+$232K
4
VV icon
Vanguard Large-Cap ETF
VV
+$232K
5
MGC icon
Vanguard Mega Cap 300 Index ETF
MGC
+$31.8K

Sector Composition

1 Real Estate 0.47%
2 Financials 0.44%
3 Technology 0.38%
4 Healthcare 0.36%
5 Consumer Staples 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20.7M 20.16%
506,448
+13,338
2
$17.6M 17.17%
+210,626
3
$14.8M 14.47%
160,699
+3,824
4
$10.3M 9.99%
251,401
+18,785
5
$5.76M 5.62%
138,385
+13,908
6
$5.07M 4.94%
36,856
-20
7
$4.66M 4.54%
222,984
+26,667
8
$3.91M 3.81%
64,755
-269,335
9
$3.61M 3.52%
18,338
-120
10
$2.52M 2.45%
13,854
-82
11
$2.12M 2.07%
16,099
-241
12
$1.97M 1.92%
20,452
-218
13
$1.96M 1.91%
31,186
+1,582
14
$1.18M 1.15%
14,656
+1,607
15
$1.02M 1%
31,618
+2,683
16
$844K 0.82%
26,808
+960
17
$698K 0.68%
15,420
18
$562K 0.55%
9,544
+106
19
$389K 0.38%
1,514
20
$382K 0.37%
1,715
-2
21
$369K 0.36%
2,079
22
$284K 0.28%
+7,011
23
$269K 0.26%
5,230
24
$264K 0.26%
+3,941
25
$260K 0.25%
687
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