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
$169M
AUM Growth
+$3.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$2.05M
2 +$1.05M
3 +$820K
4
FXI icon
iShares China Large-Cap ETF
FXI
+$682K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$673K

Top Sells

1 +$1.11M
2 +$254K
3 +$174K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$164K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$155K

Sector Composition

1 Financials 3.22%
2 Industrials 1.7%
3 Communication Services 0.67%
4 Real Estate 0.37%
5 Technology 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$220K 0.13%
3,200
52
$64K 0.04%
669
+1
53
-3,800