HWA
Hillcrest Wealth Advisors Portfolio holdings
AUM
$213M
1-Year Return
11.84%
This Quarter Return
+6.41%
1 Year Return
+11.84%
3 Year Return
+40.97%
5 Year Return
+62.39%
10 Year Return
–
AUM
$141M
AUM Growth
+$25.1M
(+22%)
Cap. Flow
+$18.7M
Cap. Flow
% of AUM
13.29%
Top 10 Holdings %
Top 10 Hldgs %
59.89%
Holding
62
New
18
Increased
23
Reduced
8
Closed
3
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$6.35M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$2.14M |
| 3 |
Bristol-Myers Squibb
BMY
|
$1.18M |
| 4 |
JPMorgan Chase
JPM
|
$1.01M |
| 5 |
HCA Healthcare
HCA
|
$997K |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$1.9M |
| 2 |
Vanguard Growth ETF
VUG
|
$698K |
| 3 |
Global Payments
GPN
|
$644K |
| 4 |
Amazon
AMZN
|
$334K |
| 5 |
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% |
