HWA
Hillcrest Wealth Advisors Portfolio holdings
AUM $202M
AUM
$202M
AUM Growth
-$8.41M (-4%)
Cap. Flow
-$2.11M
Cap. Flow % of AUM
-1.05%
Top 10 Holdings %Top 10 Hldgs %
70.7%
Holding
52
New
2
Increased
10
Reduced
16
Closed
4
Top Buys
| 1 | $1.16M | |
| 2 | $613K | |
| 3 | $593K | |
| 4 | $427K | |
| 5 | $302K |
Top Sells
| 1 | $1.93M | |
| 2 | $911K | |
| 3 | $736K | |
| 4 | $705K | |
| 5 | $508K |
Sector Composition
| 1 | Financials | 3.44% |
| 2 | Industrials | 1.7% |
| 3 | Technology | 0.45% |
| 4 | Communication Services | 0.25% |
| 5 | Healthcare | 0.11% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -1,000 | Closed | – | |||
| $0 | 0% | 0 -16,335 | Closed | – |
