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
$202M
AUM Growth
-$8.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$613K
3
+$593K
4
GEV icon
GE Vernova
GEV
+$427K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$302K

Top Sells

1
+$1.93M
2
+$1.4M
3
+$911K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$736K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$705K

Sector Composition

1 Financials 3.44%
2 Industrials 1.7%
3 Technology 0.45%
4 Communication Services 0.25%
5 Healthcare 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-1,000
52
– –
-32,670
1 2
3