HWA
Hillcrest Wealth Advisors Portfolio holdings
AUM
$213M
This Quarter Return
+12.18%
1 Year Return
+11.84%
3 Year Return
+40.97%
5 Year Return
+62.39%
10 Year Return
–
AUM
$114M
AUM Growth
+$114M
(+5.8%)
Cap. Flow
-$6.45M
Cap. Flow
% of AUM
-5.66%
Top 10 Holdings %
Top 10 Hldgs %
66.8%
Holding
43
New
1
Increased
14
Reduced
17
Closed
2
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$403K |
| 2 |
iShares Russell 2000 ETF
IWM
|
$218K |
| 3 |
Veritex Holdings
VBTX
|
$212K |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
$160K |
| 5 |
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
|
$158K |
Top Sells
| 1 |
Global Payments
GPN
|
$1.29M |
| 2 |
iShares TIPS Bond ETF
TIP
|
$1.07M |
| 3 |
Energy Select Sector SPDR Fund
XLE
|
$989K |
| 4 |
Vanguard Information Technology ETF
VGT
|
$911K |
| 5 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$755K |
Sector Composition
| 1 | Industrials | 4.17% |
| 2 | Technology | 0.59% |
| 3 | Real Estate | 0.4% |
| 4 | Financials | 0.31% |
