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
$506M
AUM Growth
+$28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$11.3M
3
+$8.76M
4
TBF icon
ProShares Short 20+ Year Treasury ETF
TBF
+$7.22M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$5.78M

Top Sells

1
+$12M
2
+$3.35M
3
+$2.18M
4
DIS icon
Walt Disney
DIS
+$2.15M
5
AMZN icon
Amazon
AMZN
+$1.97M

Sector Composition

1 Technology 17.95%
2 Financials 7.39%
3 Consumer Discretionary 6.54%
4 Communication Services 6.02%
5 Healthcare 4.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.37M 0.67%
52,672
-3,479
27
$3.32M 0.66%
9,413
-1,959
28
$3.32M 0.66%
14,901
+420
29
$3.31M 0.65%
+30,588
30
$3.23M 0.64%
+11,356
31
$3.22M 0.64%
12,594
-3,812
32
$3.21M 0.63%
21,051
-2,205
33
$3.1M 0.61%
15,641
+223
34
$3.08M 0.61%
80,248
-33,658
35
$3.04M 0.6%
187,472
-43,352
36
$2.89M 0.57%
20,593
-1,625
37
$2.85M 0.56%
+90,325
38
$2.76M 0.55%
+8,649
39
$2.69M 0.53%
11,234
+404
40
$2.67M 0.53%
17,205
+12,740
41
$2.61M 0.52%
51,088
-1,824
42
$2.51M 0.5%
12,276
-918
43
$2.43M 0.48%
11,996
+332
44
$2.39M 0.47%
19,919
+1,997
45
$2.35M 0.47%
1,676
+82
46
$2.33M 0.46%
20,863
+1,914
47
$2.32M 0.46%
+57,212
48
$2.26M 0.45%
+61,558
49
$2.25M 0.45%
42,520
+3,819
50
$2.14M 0.42%
55,325
-26,521
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