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
$158M
AUM Growth
-$7.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$1.64M
2 +$387K
3 +$295K
4
FXI icon
iShares China Large-Cap ETF
FXI
+$285K
5
B
Barrick Mining
B
+$252K

Sector Composition

1 Financials 2.58%
2 Industrials 1.21%
3 Technology 0.31%
4 Real Estate 0.29%
5 Communication Services 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$130K 0.08%
+16,800
52
$15K 0.01%
669
53
-4,000