HWA

Hillcrest Wealth Advisors Portfolio holdings

AUM $222M
1-Year Est. Return 12.93%
This Quarter Est. Return
1 Year Est. Return
+12.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$149M
AUM Growth
+$8.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$972K
2
+$527K
3
+$430K
4
B
Barrick Mining
B
+$342K
5
VDC icon
Vanguard Consumer Staples ETF
VDC
+$304K

Top Sells

1
+$2.39M
2
+$1.38M
3
+$997K
4
UNH icon
UnitedHealth
UNH
+$944K
5
ELV icon
Elevance Health
ELV
+$923K

Sector Composition

1 Industrials 3.63%
2 Financials 3.55%
3 Technology 1.17%
4 Communication Services 0.69%
5 Healthcare 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$117K 0.08%
669
52
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-30,034
53
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-3,437
54
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-15,350
55
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-8,000
56
– –
-6,608
57
– –
-7,500
58
– –
-11,500
59
– –
-3,028
60
– –
-1,400
1 2
3