HWA
Hillcrest Wealth Advisors Portfolio holdings
AUM
$232M
1-Year Est. Return
16.57%
1 Year Est. Return
+16.57%
AUM
$232M
AUM Growth
+$9.89M
(+4.4%)
Holding
55
Top Buys
| 1 | +$2.1M | |
| 2 | +$1.3M | |
| 3 | +$1.23M | |
| 4 |
State Street SPDR Bloomberg High Yield Bond ETF
JNK
|
+$768K |
| 5 |
State Street Energy Select Sector SPDR ETF
XLE
|
+$607K |
Top Sells
| 1 | +$542K | |
| 2 | +$425K | |
| 3 | +$280K | |
| 4 |
iShares Russell 1000 Value ETF
IWD
|
+$227K |
| 5 |
Schwab International Equity ETF
SCHF
|
+$226K |
Sector Composition
| 1 | Financials | 2.99% |
| 2 | Industrials | 1.07% |
| 3 | Technology | 0.64% |
| 4 | Communication Services | 0.5% |
| 5 | Real Estate | 0.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Vanguard Total Bond Market
BND
$147B
| $206K | 0.09% |
2,775
|
|
||
52
Douglas Emmett
DEI
$1.86B
| $140K | 0.06% |
12,742
-485
|
|
||
53
State Street SPDR S&P Biotech ETF
XBI
$8.67B
| – | – |
-4,238
|
|
||
|
54
Schwab International Equity ETF
SCHF
$57.8B
| – | – |
-9,694
|
|
||
55
GE HealthCare
GEHC
$37.2B
| – | – |
-2,730
|
|