HWA

Hillcrest Wealth Advisors Portfolio holdings

AUM $213M
1-Year Est. Return 11.84%
This Quarter Est. Return
1 Year Est. Return
+11.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$108M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$17M
2
+$10.3M
3
+$8.28M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$6.73M
5
IWO icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$790K 0.73%
+10,600
27
$718K 0.67%
+7,128
28
$590K 0.55%
+40,645
29
$587K 0.55%
+23,888
30
$527K 0.49%
+13,364
31
$519K 0.48%
+13,275
32
$373K 0.35%
+3,250
33
$372K 0.35%
+3,232
34
$362K 0.34%
+2,986
35
$341K 0.32%
+7,225
36
$323K 0.3%
+1,000
37
$306K 0.28%
+2,401
38
$289K 0.27%
+16,848
39
$235K 0.22%
+4,000
40
$222K 0.21%
+2,238
41
$201K 0.19%
+2,800
42
$131K 0.12%
+12,047
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