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
$199M
AUM Growth
+$3.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$709K
3
+$462K
4
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$418K
5
AMZN icon
Amazon
AMZN
+$309K

Top Sells

1
+$10.9M
2
+$396K
3
+$295K
4
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$290K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$255K

Sector Composition

1 Technology 2.21%
2 Healthcare 0.32%
3 Energy 0.3%
4 Communication Services 0.24%
5 Consumer Discretionary 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$31.7M 15.9%
248,570
+3,626
2
$22.5M 11.27%
404,785
+203,287
3
$20.5M 10.31%
409,897
+14,150
4
$19.2M 9.64%
35,110
-433
5
$15.6M 7.85%
146,701
+161
6
$14.2M 7.13%
202,163
+5,945
7
$10.7M 5.35%
73,155
-276
8
$8.31M 4.17%
168,110
-1,774
9
$4.61M 2.31%
25,315
-432
10
$4.5M 2.26%
173,547
-11,385
11
$3.79M 1.9%
15,636
-336
12
$3.78M 1.9%
40,844
-716
13
$3.39M 1.7%
10,793
-104
14
$3.2M 1.61%
73,147
-5,829
15
$3.01M 1.51%
34,178
+18
16
$2.79M 1.4%
14,136
-202
17
$2.39M 1.2%
36,399
-4,413
18
$2.3M 1.15%
29,142
-572
19
$1.97M 0.99%
16,585
-457
20
$1.84M 0.92%
10,622
-2,291
21
$1.82M 0.91%
16,153
-1,247
22
$1.79M 0.9%
22,105
+204
23
$1.44M 0.73%
26,217
+62
24
$1.14M 0.57%
5,430
+1,430
25
$1.07M 0.54%
27,850
-932
1
2 3