HWA
Hillcrest Wealth Advisors Portfolio holdings
AUM
$213M
This Quarter Return
-12.69%
1 Year Return
+11.84%
3 Year Return
+40.97%
5 Year Return
+62.39%
10 Year Return
–
AUM
$108M
AUM Growth
–
Cap. Flow
+$108M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
64.64%
Holding
42
New
42
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$17M |
| 2 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$10.3M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$8.28M |
| 4 |
iShares Russell 2000 Value ETF
IWN
|
$6.73M |
| 5 |
iShares Russell 2000 Growth ETF
IWO
|
$5.54M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 4.27% |
| 2 | Technology | 0.49% |
| 3 | Financials | 0.39% |
| 4 | Real Estate | 0.35% |
