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
26
$3.05M 0.7%
101,755
+50
27
$2.77M 0.63%
13,162
-54
28
$2.66M 0.61%
30,512
+484
29
$2.62M 0.6%
14,791
+1,928
30
$2.54M 0.58%
7,592
-129
31
$2.48M 0.57%
10,249
+9,417
32
$2.43M 0.55%
8,742
+69
33
$2.38M 0.54%
30,214
+1,226
34
$2.27M 0.52%
14,432
+450
35
$2.24M 0.51%
52,816
+2,787
36
$2.24M 0.51%
15,983
-37
37
$2.2M 0.5%
14,798
+951
38
$2.15M 0.49%
15,006
-189
39
$2.05M 0.47%
33,723
+2,022
40
$2.05M 0.47%
21,246
+648
41
$2.04M 0.47%
12,223
+1,394
42
$2.02M 0.46%
39,447
-6,156
43
$2.02M 0.46%
16,079
+690
44
$1.96M 0.45%
146,160
-4,360
45
$1.96M 0.45%
16,479
+1,284
46
$1.92M 0.44%
80,116
-238
47
$1.89M 0.43%
6,360
+311
48
$1.84M 0.42%
10,819
+680
49
$1.83M 0.42%
24,920
-900
50
$1.8M 0.41%
8,201
+148
1
2
3 4 5