HWA
Hillcrest Wealth Advisors Portfolio holdings
AUM
$213M
This Quarter Return
+4.78%
1 Year Return
+11.84%
3 Year Return
+40.97%
5 Year Return
+62.39%
10 Year Return
–
AUM
$169M
AUM Growth
+$169M
(+0.84%)
Cap. Flow
-$6.41M
Cap. Flow
% of AUM
-3.8%
Top 10 Holdings %
Top 10 Hldgs %
69.25%
Holding
50
New
–
Increased
8
Reduced
25
Closed
2
Top Buys
| 1 |
Financial Select Sector SPDR Fund
XLF
|
$252K |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$146K |
| 3 |
Health Care Select Sector SPDR Fund
XLV
|
$129K |
| 4 |
iShares Russell 2000 ETF
IWM
|
$53.5K |
| 5 |
iShares China Large-Cap ETF
FXI
|
$26.4K |
Top Sells
| 1 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$1.65M |
| 2 |
Vanguard Information Technology ETF
VGT
|
$1.25M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$434K |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$430K |
| 5 |
Schwab US REIT ETF
SCHH
|
$410K |
Sector Composition
| 1 | Financials | 2.82% |
| 2 | Industrials | 1.07% |
| 3 | Technology | 0.34% |
| 4 | Real Estate | 0.24% |
| 5 | Communication Services | 0.24% |
