HWA
Hilltop Wealth Advisors Portfolio holdings
AUM
$178M
This Quarter Return
+4.52%
1 Year Return
+11.85%
3 Year Return
+40.74%
5 Year Return
+57.71%
10 Year Return
–
AUM
$124M
AUM Growth
+$124M
(+5.4%)
Cap. Flow
+$1.44M
Cap. Flow
% of AUM
1.16%
Top 10 Holdings %
Top 10 Hldgs %
79.39%
Holding
40
New
1
Increased
12
Reduced
19
Closed
3
Top Buys
| 1 |
Health Care Select Sector SPDR Fund
XLV
|
$1.11M |
| 2 |
iShares Core S&P US Growth ETF
IUSG
|
$1.06M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$637K |
| 4 |
iShares Core S&P US Value ETF
IUSV
|
$429K |
| 5 |
Walt Disney
DIS
|
$230K |
Top Sells
| 1 |
iShares S&P 500 Value ETF
IVE
|
$379K |
| 2 |
Johnson & Johnson
JNJ
|
$367K |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
$344K |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$281K |
| 5 |
JPMorgan Chase
JPM
|
$260K |
Sector Composition
| 1 | Technology | 0.37% |
| 2 | Healthcare | 0.33% |
| 3 | Communication Services | 0.19% |
| 4 | Financials | 0.18% |
| 5 | Real Estate | 0.18% |
