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
$288M
AUM Growth
+$2.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$1.19M
3
+$1.18M
4
BA icon
Boeing
BA
+$851K
5
TBF icon
ProShares Short 20+ Year Treasury ETF
TBF
+$789K

Top Sells

1
+$2.69M
2
+$568K
3
+$398K
4
ITB icon
iShares US Home Construction ETF
ITB
+$372K
5
GIS icon
General Mills
GIS
+$315K

Sector Composition

1 Technology 15.24%
2 Financials 9.9%
3 Communication Services 6.98%
4 Consumer Discretionary 5.12%
5 Consumer Staples 4.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.36M 0.47%
7,606
+30
52
$1.28M 0.44%
25,324
+2,548
53
$1.28M 0.44%
313,822
+8,472
54
$1.27M 0.44%
48,333
+300
55
$1.24M 0.43%
10,787
+393
56
$1.23M 0.42%
20,192
-838
57
$1.22M 0.42%
23,435
+461
58
$1.2M 0.42%
12,702
59
$1.17M 0.41%
14,565
-525
60
$1.16M 0.4%
8,436
+272
61
$1.14M 0.4%
5,008
+1,380
62
$1.14M 0.39%
15,043
-1,135
63
$1.11M 0.39%
7,132
+5
64
$1.08M 0.37%
35,610
65
$1.07M 0.37%
18,280
-700
66
$1.06M 0.37%
20,077
+414
67
$1.06M 0.37%
12,515
-400
68
$1.05M 0.36%
11,753
-795
69
$1.05M 0.36%
27,031
+1,081
70
$1.04M 0.36%
24,636
+3,760
71
$1.03M 0.36%
34,971
+1,665
72
$1.02M 0.35%
6,280
+4,542
73
$988K 0.34%
33,460
-2,170
74
$988K 0.34%
14,874
+244
75
$962K 0.33%
5,044
+318
1 2
3
4 5