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
$198M
AUM Growth
-$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$364K
3
+$286K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$257K
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$228K

Top Sells

1
+$13.7M
2
+$866K
3
+$513K
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$434K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$214K

Sector Composition

1 Technology 3.3%
2 Communication Services 0.4%
3 Energy 0.37%
4 Consumer Discretionary 0.27%
5 Healthcare 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$33.5M 16.93%
240,338
-3,112
2
$23.6M 11.92%
418,188
+6,452
3
$22.7M 11.46%
452,170
+33,040
4
$20.2M 10.23%
34,386
-170
5
$17.3M 8.77%
150,481
+2,483
6
$10.3M 5.21%
74,872
+1,659
7
$8.08M 4.09%
168,983
-1,791
8
$5.34M 2.7%
43,900
-710
9
$4.64M 2.34%
24,283
-706
10
$4.58M 2.32%
165,300
-7,065
11
$4.01M 2.03%
15,182
-236
12
$3.8M 1.92%
37,381
-1,159
13
$3.5M 1.77%
10,204
-250
14
$3.19M 1.61%
72,505
-1,425
15
$3.15M 1.59%
34,064
+471
16
$2.9M 1.47%
13,635
-221
17
$2.26M 1.15%
10,302
-237
18
$2.14M 1.08%
5,080
-334
19
$2.03M 1.02%
26,597
-2,441
20
$1.98M 1%
30,772
-2,665
21
$1.93M 0.98%
15,490
-313
22
$1.83M 0.93%
43,853
-4,400
23
$1.78M 0.9%
20,176
-2,411
24
$1.45M 0.73%
5,783
+182
25
$1.06M 0.53%
25,106
-2,559
1
2 3