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
$124M
AUM Growth
+$6.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$1.06M
3
+$637K
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$429K
5
DIS icon
Walt Disney
DIS
+$230K

Top Sells

1
+$379K
2
+$367K
3
+$344K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$281K
5
JPM icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21.6M 17.38%
243,410
+11,976
2
$21M 16.91%
162,355
+8,590
3
$17.8M 14.32%
43,296
+1,550
4
$13M 10.47%
134,611
-3,556
5
$6.31M 5.08%
139,687
-6,230
6
$4.58M 3.69%
202,560
-5,202
7
$4.23M 3.4%
27,874
-2,496
8
$3.58M 2.88%
16,978
-536
9
$3.51M 2.82%
86,803
-2,033
10
$3.02M 2.43%
47,319
-1,122
11
$2.68M 2.16%
13,109
-173
12
$2.3M 1.85%
12,115
+467
13
$2.18M 1.75%
15,231
-374
14
$2.1M 1.69%
34,693
+2,458
15
$1.91M 1.54%
21,810
+53
16
$1.89M 1.52%
25,652
+5,819
17
$1.84M 1.48%
18,209
-760
18
$1.63M 1.31%
22,734
-1,460
19
$1.02M 0.82%
14,624
+2,965
20
$837K 0.67%
24,617
-460
21
$811K 0.65%
23,757
+2,737
22
$772K 0.62%
15,420
23
$767K 0.62%
24,350
-1,024
24
$715K 0.58%
43,900
+5,496
25
$623K 0.5%
6,892
-331
1
2