HWA

Hillcrest Wealth Advisors Portfolio holdings

AUM $247M
1-Year Est. Return 16.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$247M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$3.06M
2
+$3.03M
3
+$2.74M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$2.44M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.38M

Top Sells

1
+$745K
2
+$607K
3
+$313K
4
GE icon
GE Aerospace
GE
+$283K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$217K

Sector Composition

1 Financials 2.67%
2 Industrials 0.81%
3 Technology 0.46%
4 Communication Services 0.41%
5 Real Estate 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DEI icon
51
Douglas Emmett
DEI
$1.95B
$128K 0.05%
13,590
+848
AVGO icon
52
Broadcom
AVGO
$2.27T
– –
-600
PNC icon
53
PNC Financial Services
PNC
$87.6B
– –
-1,014
SCHG icon
54
Schwab US Large-Cap Growth ETF
SCHG
$60.1B
– –
-6,640
XLE icon
55
State Street Energy Select Sector SPDR ETF
XLE
$40.2B
– –
-13,580
1 2
3