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
$214M
AUM Growth
+$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$3.43M
2
+$1.56M
3
+$1.5M
4
ISRG icon
Intuitive Surgical
ISRG
+$866K
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$472K

Top Sells

1
+$1.44M
2
+$675K
3
+$320K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$235K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$221K

Sector Composition

1 Technology 3.04%
2 Healthcare 0.64%
3 Energy 0.28%
4 Communication Services 0.22%
5 Real Estate 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$32.1M 14.98%
243,450
-5,120
2
$22.6M 10.55%
411,736
+6,951
3
$21.4M 10%
419,130
+9,233
4
$19.9M 9.3%
34,556
-554
5
$17.3M 8.08%
147,998
+1,297
6
$15.3M 7.15%
203,837
+1,674
7
$11.3M 5.26%
73,213
+58
8
$9.02M 4.21%
170,774
+2,664
9
$5.37M 2.51%
44,610
+28,457
10
$4.93M 2.3%
24,989
-326
11
$4.77M 2.23%
172,365
-1,182
12
$4.07M 1.9%
15,418
-218
13
$3.69M 1.72%
38,540
-2,304
14
$3.54M 1.65%
73,930
+783
15
$3.37M 1.57%
10,454
-339
16
$3.21M 1.5%
33,593
-585
17
$2.86M 1.34%
13,856
-280
18
$2.44M 1.14%
29,038
-104
19
$2.37M 1.1%
33,437
-2,962
20
$2.33M 1.09%
10,539
-83
21
$2.33M 1.09%
5,414
+3,486
22
$2.04M 0.95%
48,253
+36,877
23
$2.03M 0.95%
15,803
-782
24
$1.99M 0.93%
22,587
+482
25
$1.31M 0.61%
5,601
+171
1
2 3