HWA
Hillcrest Wealth Advisors Portfolio holdings
AUM
$232M
1-Year Est. Return
16.57%
This Fund
S&P 500
1 Year Est. Return
+16.57%
AUM
$222M
AUM Growth
+$9.71M
(+4.6%)
Holding
54
Top Buys
| 1 | +$204K | |
| 2 | +$202K | |
| 3 | +$201K | |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$192K |
| 5 |
Broadcom
AVGO
|
+$191K |
Top Sells
| 1 | +$1.37M | |
| 2 | +$947K | |
| 3 | +$679K | |
| 4 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
+$647K |
| 5 |
GE Aerospace
GE
|
+$410K |
Sector Composition
| 1 | Financials | 3.11% |
| 2 | Industrials | 1.13% |
| 3 | Technology | 0.66% |
| 4 | Communication Services | 0.41% |
| 5 | Real Estate | 0.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
GE HealthCare
GEHC
$36B
| $205K | 0.09% |
2,730
|
|
||
|
52
Broadcom
AVGO
$1.51T
| $205K | 0.09% |
+621
|
|
||
53
PNC Financial Services
PNC
$86.5B
| $204K | 0.09% |
+1,014
|
|
||
54
Schwab US REIT ETF
SCHH
$9.72B
| – | – |
-12,675
|
|