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
$186M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Sells

1 +$1.03M
2 +$456K
3 +$449K
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$291K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$263K

Sector Composition

1 Financials 2.9%
2 Industrials 1.32%
3 Communication Services 0.66%
4 Real Estate 0.39%
5 Technology 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$216K 0.12%
+2,754
52
$43K 0.02%
669
53
-8,750