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
$141M
AUM Growth
+$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$6.35M
2
+$2.14M
3
+$1.18M
4
JPM icon
JPMorgan Chase
JPM
+$1.01M
5
HCA icon
HCA Healthcare
HCA
+$997K

Top Sells

1
+$1.9M
2
+$698K
3
+$644K
4
AMZN icon
Amazon
AMZN
+$334K
5
IPAY icon
Amplify Mobile Payments ETF
IPAY
+$314K

Sector Composition

1 Financials 6.71%
2 Industrials 3.62%
3 Healthcare 2.93%
4 Technology 1.07%
5 Communication Services 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.3M 13.03%
59,580
+6,955
2
$14.9M 10.58%
44,412
-5,680
3
$10.8M 7.71%
214,898
+858
4
$7.27M 5.17%
48,505
+2,510
5
$6.9M 4.91%
31,150
-75
6
$6.36M 4.52%
64,005
+5,425
7
$6.35M 4.52%
+29,831
8
$4.69M 3.33%
39,691
+1,150
9
$4.64M 3.3%
26,113
-3,625
10
$3.98M 2.83%
33,707
+1,600
11
$3.87M 2.75%
17,836
+1,201
12
$3.84M 2.73%
36,895
+100
13
$3.83M 2.72%
88,591
-425
14
$3.72M 2.64%
35,558
+1,750
15
$3.69M 2.62%
16,191
-3,065
16
$3.16M 2.24%
77,194
-5,975
17
$3.1M 2.21%
101,340
18
$2.57M 1.83%
85,818
+20,593
19
$2.47M 1.76%
26,751
+1,500
20
$1.89M 1.35%
10,120
21
$1.51M 1.07%
13,000
-636
22
$1.39M 0.99%
16,753
+450
23
$1.33M 0.95%
4,275
+2,300
24
$1.31M 0.93%
10,375
+500
25
$1.24M 0.88%
15,650
+3,350
1
2 3