HWA
Hilltop Wealth Advisors Portfolio holdings
AUM
$178M
This Quarter Return
-7.41%
1 Year Return
+11.85%
3 Year Return
+40.74%
5 Year Return
+57.71%
10 Year Return
–
AUM
$97.3M
AUM Growth
+$97.3M
(-5.2%)
Cap. Flow
+$2.42M
Cap. Flow
% of AUM
2.49%
Top 10 Holdings %
Top 10 Hldgs %
77.59%
Holding
38
New
8
Increased
3
Reduced
15
Closed
2
Top Buys
Top Sells
| 1 |
Real Estate Select Sector SPDR Fund
XLRE
|
$3.32M |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
$1.76M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.53M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$673K |
| 5 |
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% |
