HWA

Hillcrest Wealth Advisors Portfolio holdings

AUM $232M
1-Year Est. Return 16.57%
This Quarter Est. Return
1 Year Est. Return
+16.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$213M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1
+$500K
2
+$442K
3
+$268K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$219K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$29.7K

Top Sells

1
+$1.19M
2
+$798K
3
+$501K
4
GEV icon
GE Vernova
GEV
+$427K
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$347K

Sector Composition

1 Financials 3.03%
2 Industrials 1.23%
3 Technology 0.52%
4 Communication Services 0.27%
5 Healthcare 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$868K 0.41%
2,995
-395
27
$854K 0.4%
2,800
28
$813K 0.38%
1,225
-350
29
$798K 0.38%
9,974
-12
30
$710K 0.33%
7,298
-550
31
$664K 0.31%
4,500
32
$650K 0.31%
5,950
33
$571K 0.27%
3,242
34
$445K 0.21%
5,000
-2,500
35
$432K 0.2%
2,733
-41
36
$402K 0.19%
4,500
37
$362K 0.17%
728
38
$351K 0.17%
566
39
$340K 0.16%
6,500
-3,775
40
$310K 0.15%
1,513
41
$298K 0.14%
11,400
42
$290K 0.14%
4,650
43
$277K 0.13%
9,996
44
$274K 0.13%
900
45
$268K 0.13%
+12,675
46
$226K 0.11%
2,800
-2,075
47
$219K 0.1%
+9,894
48
$202K 0.1%
2,730
49
$199K 0.09%
13,227
50
– –
-1,400
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