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

Top Buys

1
+$2.99M
2
+$1.37M
3
+$1.2M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$919K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$777K

Top Sells

1
+$1.03M
2
+$456K
3
+$449K
4
SDY icon
State Street 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
1 2
3