HWA

HCR Wealth Advisors Portfolio holdings

AUM $966M
1-Year Est. Return 21.68%
This Quarter Est. Return
1 Year Est. Return
+21.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$437M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$7.78M
2
+$4.46M
3
+$3.57M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.1M
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$2.85M

Top Sells

1
+$30.2M
2
+$15.3M
3
+$7.24M
4
PSQ icon
ProShares Short QQQ
PSQ
+$3.26M
5
AMZN icon
Amazon
AMZN
+$936K

Sector Composition

1 Technology 23.86%
2 Consumer Discretionary 7.33%
3 Communication Services 6.18%
4 Financials 5.72%
5 Consumer Staples 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$9K ﹤0.01%
87
227
$8K ﹤0.01%
70
228
$7K ﹤0.01%
200
229
$7K ﹤0.01%
200
230
$6K ﹤0.01%
52
231
$5K ﹤0.01%
+40
232
$4K ﹤0.01%
32
233
$3K ﹤0.01%
50
234
$2K ﹤0.01%
75
-1,376
235
$2K ﹤0.01%
100
236
$2K ﹤0.01%
40
237
$2K ﹤0.01%
+23
238
$2K ﹤0.01%
19
239
$1K ﹤0.01%
35
240
$1K ﹤0.01%
+14
241
– –
-5,741
242
– –
-1,587
243
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-720
244
– –
-1,826
245
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-34,799
246
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-634
247
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-100
248
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-3,033
249
– –
-408
250
– –
-18
7 8 9
10
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