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
$97.3M
AUM Growth
-$5.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$3.75M
2
+$2.17M
3
+$2.02M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$930K
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$872K

Top Sells

1
+$3.32M
2
+$1.76M
3
+$1.53M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$673K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$638K

Sector Composition

1 Financials 0.43%
2 Technology 0.36%
3 Healthcare 0.35%
4 Communication Services 0.22%
5 Real Estate 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.8M 18.25%
221,508
+10,882
2
$14.9M 15.33%
414,229
-92,219
3
$12.2M 12.59%
140,464
-20,235
4
$7.61M 7.82%
209,271
-42,130
5
$4.38M 4.5%
119,945
-18,440
6
$4.21M 4.33%
32,746
-4,110
7
$4.08M 4.2%
202,341
-20,643
8
$3.75M 3.85%
+156,781
9
$3.43M 3.53%
18,256
-82
10
$3.11M 3.2%
53,736
-11,019
11
$2.41M 2.48%
13,837
-17
12
$2.17M 2.24%
+45,029
13
$2.02M 2.08%
+11,815
14
$2M 2.05%
16,011
-88
15
$1.84M 1.89%
32,715
+1,529
16
$1.82M 1.87%
20,235
-217
17
$930K 0.96%
+29,949
18
$864K 0.89%
31,237
-381
19
$864K 0.89%
13,795
+9,854
20
$715K 0.73%
23,324
-3,484
21
$713K 0.73%
+11,467
22
$676K 0.69%
15,420
23
$614K 0.63%
8,082
-6,574
24
$503K 0.52%
9,544
25
$493K 0.51%
+6,205
1
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