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
$141M
AUM Growth
+$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$6.35M
2
+$2.14M
3
+$1.18M
4
JPM icon
JPMorgan Chase
JPM
+$1.01M
5
HCA icon
HCA Healthcare
HCA
+$997K

Top Sells

1
+$1.9M
2
+$698K
3
+$644K
4
AMZN icon
Amazon
AMZN
+$334K
5
IPAY icon
Amplify Mobile Payments ETF
IPAY
+$314K

Sector Composition

1 Financials 6.71%
2 Industrials 3.62%
3 Healthcare 2.93%
4 Technology 1.07%
5 Communication Services 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.18M 0.84%
+19,625
27
$1.13M 0.8%
11,805
+4,800
28
$1.01M 0.72%
+10,518
29
$997K 0.71%
+8,000
30
$944K 0.67%
+3,028
31
$923K 0.66%
+3,437
32
$873K 0.62%
36,275
+1,975
33
$866K 0.62%
8,213
+2,475
34
$755K 0.54%
+10,300
35
$748K 0.53%
+6,608
36
$724K 0.51%
+30,034
37
$645K 0.46%
15,350
+4,525
38
$567K 0.4%
5,437
+315
39
$535K 0.38%
+2,043
40
$517K 0.37%
3,232
41
$498K 0.35%
2,813
42
$461K 0.33%
2,789
+1,564
43
$364K 0.26%
+7,500
44
$335K 0.24%
6,350
-1,750
45
$333K 0.24%
5,600
+650
46
$329K 0.23%
+2,950
47
$329K 0.23%
2,238
48
$281K 0.2%
+10,000
49
$255K 0.18%
4,000
50
$249K 0.18%
+11,500
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