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

Top Buys

1
+$4.74M
2
+$2.2M
3
+$2.02M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$1.48M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$979K

Top Sells

1
+$311K
2
+$231K
3
+$203K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$121K
5
JPM icon
JPMorgan Chase
JPM
+$116K

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
1 2
3