HWA
Hillcrest Wealth Advisors Portfolio holdings
AUM
$213M
This Quarter Return
+4.72%
1 Year Return
+11.84%
3 Year Return
+40.97%
5 Year Return
+62.39%
10 Year Return
–
AUM
$169M
AUM Growth
+$169M
(+0.38%)
Cap. Flow
-$7.36M
Cap. Flow
% of AUM
-4.35%
Top 10 Holdings %
Top 10 Hldgs %
71.03%
Holding
48
New
–
Increased
5
Reduced
29
Closed
1
Top Buys
| 1 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$698K |
| 2 |
iShares TIPS Bond ETF
TIP
|
$498K |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$235K |
| 4 |
Financial Select Sector SPDR Fund
XLF
|
$67.4K |
| 5 |
iShares Russell 2000 Value ETF
IWN
|
$35.2K |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
$2.42M |
| 2 |
Vanguard Information Technology ETF
VGT
|
$1.64M |
| 3 |
iShares Russell 1000 Growth ETF
IWF
|
$806K |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$776K |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$327K |
Sector Composition
| 1 | Financials | 3.02% |
| 2 | Industrials | 0.95% |
| 3 | Technology | 0.38% |
| 4 | Communication Services | 0.23% |
| 5 | Real Estate | 0.22% |
