HWA

Hillcrest Wealth Advisors Portfolio holdings

AUM $232M
1-Year Est. Return 16.57%
This Quarter Est. Return
1 Year Est. Return
+16.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$165M
AUM Growth
-$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$2.03M
2
+$1.34M
3
+$1.24M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$1.2M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$954K

Top Sells

1
+$280K
2
+$252K
3
+$249K
4
FXI icon
iShares China Large-Cap ETF
FXI
+$227K
5
PNC icon
PNC Financial Services
PNC
+$226K

Sector Composition

1 Financials 2.56%
2 Industrials 1.22%
3 Communication Services 0.36%
4 Technology 0.31%
5 Real Estate 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-1,780
52
– –
-1,225
1 2
3