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
$165M
AUM Growth
+$1.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$1.42M
2
+$748K
3
+$399K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$352K
5
BND icon
Vanguard Total Bond Market
BND
+$279K

Top Sells

1
+$2.49M
2
+$1.25M
3
+$1.19M
4
VUG icon
Vanguard Growth ETF
VUG
+$915K
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$649K

Sector Composition

1 Financials 3.31%
2 Industrials 2.06%
3 Communication Services 0.72%
4 Real Estate 0.36%
5 Technology 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$116K 0.07%
668
-1
52
– –
-1,418
53
– –
-2,300
54
– –
-3,099
55
– –
-16,938
56
– –
-4,837
57
– –
-5,602
58
– –
-6,200
1 2
3