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
$348M
AUM Growth
+$38.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$17.4M
3
+$14.6M
4
SH icon
ProShares Short S&P500
SH
+$6.02M
5
AAPL icon
Apple
AAPL
+$4.56M

Top Sells

1
+$28M
2
+$22M
3
+$19.8M
4
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$12.5M
5
EZM icon
WisdomTree US MidCap Fund
EZM
+$12.4M

Sector Composition

1 Technology 16.97%
2 Consumer Discretionary 9.73%
3 Financials 7.07%
4 Communication Services 5.28%
5 Consumer Staples 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.76M 0.79%
14,769
-320
27
$2.73M 0.78%
276,808
+18,368
28
$2.71M 0.78%
+17,316
29
$2.47M 0.71%
46,139
+12,858
30
$2.46M 0.71%
23,105
+13,689
31
$2.43M 0.7%
10,128
-634
32
$2.4M 0.69%
41,318
+881
33
$2.09M 0.6%
7,747
-119
34
$2.08M 0.6%
35,500
-5,060
35
$2.05M 0.59%
14,679
+923
36
$2.03M 0.58%
29,189
+2,974
37
$1.99M 0.57%
25,134
+2,061
38
$1.91M 0.55%
26,804
-3,539
39
$1.86M 0.54%
+18,354
40
$1.76M 0.51%
5,517
-193
41
$1.71M 0.49%
6,040
+1,562
42
$1.66M 0.48%
10,420
-1,135
43
$1.64M 0.47%
18,250
+5,788
44
$1.59M 0.46%
9,671
-597
45
$1.58M 0.46%
62,409
-9,240
46
$1.49M 0.43%
36,810
+150
47
$1.49M 0.43%
9,253
+959
48
$1.48M 0.42%
16,983
+3,400
49
$1.45M 0.42%
36,816
-6,363
50
$1.39M 0.4%
8,095
-1,013
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