HWA

Hillcrest Wealth Advisors Portfolio holdings

AUM $232M
1-Year Est. Return 16.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$167M
AUM Growth
+$9.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$626K
3
+$491K
4
VGT icon
Vanguard Information Technology ETF
VGT
+$411K
5
SCHH icon
Schwab US REIT ETF
SCHH
+$383K

Top Sells

1
+$1.16M
2
+$690K
3
+$536K
4
FXI icon
iShares China Large-Cap ETF
FXI
+$321K
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$252K

Sector Composition

1 Financials 2.85%
2 Industrials 1.05%
3 Real Estate 0.28%
4 Technology 0.28%
5 Communication Services 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-16,265
52
– –
-39,450
1 2
3