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
$210M
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$4.66M
2 +$2.05M
3 +$1.98M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.4M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$962K

Top Sells

1 +$310K
2 +$227K
3 +$203K
4
JPM icon
JPMorgan Chase
JPM
+$120K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$115K

Sector Composition

1 Financials 2.91%
2 Industrials 1.51%
3 Technology 0.5%
4 Communication Services 0.29%
5 Real Estate 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-9,894