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
$310M
AUM Growth
+$2.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$35.8M
2
+$4.56M
3
+$3.28M
4
SH icon
ProShares Short S&P500
SH
+$3.27M
5
CME icon
CME Group
CME
+$1.93M

Top Sells

1
+$6M
2
+$3.75M
3
+$1.43M
4
EMR icon
Emerson Electric
EMR
+$941K
5
MYC
Blackrock Muni Yield California Fund, Inc.
MYC
+$680K

Sector Composition

1 Technology 13.25%
2 Financials 8.83%
3 Communication Services 5.57%
4 Consumer Discretionary 4.89%
5 Consumer Staples 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.32M 0.43%
28,117
-4,818
52
$1.3M 0.42%
28,504
+108
53
$1.29M 0.42%
26,215
-177
54
$1.27M 0.41%
58,331
-4,650
55
$1.23M 0.4%
16,271
+165
56
$1.17M 0.38%
7,277
57
$1.16M 0.38%
15,703
-2,305
58
$1.15M 0.37%
36,660
+300
59
$1.12M 0.36%
313,476
-3,674
60
$1.12M 0.36%
4,478
-88
61
$1.05M 0.34%
5,419
-550
62
$1.05M 0.34%
18,040
-770
63
$1.05M 0.34%
12,702
64
$1.04M 0.34%
19,984
-5,493
65
$1.03M 0.33%
33,432
-1,131
66
$1.02M 0.33%
13,583
-125
67
$987K 0.32%
6,135
+121
68
$986K 0.32%
9,174
+23
69
$981K 0.32%
+9,416
70
$972K 0.31%
5,474
+1
71
$930K 0.3%
23,248
+1,120
72
$911K 0.29%
82,030
-960
73
$896K 0.29%
24,387
+93
74
$862K 0.28%
13,585
-400
75
$841K 0.27%
9,970
-940
1 2
3
4 5