HWA
Hillcrest Wealth Advisors Portfolio holdings
AUM
$213M
1-Year Est. Return
11.84%
1 Year Est. Return
+11.84%
AUM
$202M
AUM Growth
-$8.41M
(-4%)
Holding
52
Top Buys
| 1 | +$1.16M | |
| 2 | +$613K | |
| 3 | +$593K | |
| 4 |
GE Vernova
GEV
|
+$427K |
| 5 |
iShares Russell 2000 Value ETF
IWN
|
+$302K |
Top Sells
| 1 | +$1.93M | |
| 2 | +$1.4M | |
| 3 | +$911K | |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$736K |
| 5 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$705K |
Sector Composition
| 1 | Financials | 3.44% |
| 2 | Industrials | 1.7% |
| 3 | Technology | 0.45% |
| 4 | Communication Services | 0.25% |
| 5 | Healthcare | 0.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Vanguard Consumer Staples ETF
VDC
$7.46B
| – | – |
-1,000
|
|
||
52
Energy Select Sector SPDR Fund
XLE
$25.8B
| – | – |
-16,335
|
|