HWA

Hillcrest Wealth Advisors Portfolio holdings

AUM $213M
1-Year Est. Return 11.84%
This Quarter Est. Return
1 Year Est. Return
+11.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$141M
AUM Growth
+$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$6.35M
2
+$2.14M
3
+$1.18M
4
JPM icon
JPMorgan Chase
JPM
+$1.01M
5
HCA icon
HCA Healthcare
HCA
+$997K

Top Sells

1
+$1.9M
2
+$698K
3
+$644K
4
AMZN icon
Amazon
AMZN
+$334K
5
IPAY icon
Amplify Mobile Payments ETF
IPAY
+$314K

Sector Composition

1 Financials 6.71%
2 Industrials 3.62%
3 Healthcare 2.93%
4 Technology 1.07%
5 Communication Services 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$241K 0.17%
14,142
52
$227K 0.16%
+2,950
53
$219K 0.16%
1,400
54
$216K 0.15%
16,550
55
$205K 0.15%
+3,200
56
$204K 0.15%
+1,200
57
$189K 0.13%
+5,250
58
$74K 0.05%
56,629
+26,972
59
$70K 0.05%
669
60
– –
-2,420
61
– –
-6,400
62
– –
-8,200
1 2
3