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
$181M
AUM Growth
-$5.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$3.4M
2 +$1.93M
3 +$1.5M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$766K
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$646K

Top Sells

1 +$919K
2 +$573K
3 +$539K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$441K
5
IAU icon
iShares Gold Trust
IAU
+$437K

Sector Composition

1 Financials 3.13%
2 Industrials 1.38%
3 Communication Services 0.57%
4 Real Estate 0.36%
5 Technology 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-12,550
52
-25,050
53
-3,200