HWA

HCR Wealth Advisors Portfolio holdings

AUM $1.01B
1-Year Est. Return 20.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.39%
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
+$7.87M
2
+$4.46M
3
+$3.49M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.99M
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$2.83M

Top Sells

1
+$28.4M
2
+$15.6M
3
+$7.03M
4
PSQ icon
ProShares Short QQQ
PSQ
+$3.39M
5
AMZN icon
Amazon
AMZN
+$933K

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
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