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
51
$1.35M 0.39%
7,661
-1,804
52
$1.33M 0.38%
20,193
-11,149
53
$1.32M 0.38%
55,865
+19,413
54
$1.31M 0.38%
5,861
-856
55
$1.27M 0.37%
41,263
-6,705
56
$1.22M 0.35%
17,263
-4,747
57
$1.22M 0.35%
6,411
+937
58
$1.2M 0.34%
24,834
-15,472
59
$1.2M 0.34%
12,702
60
$1.16M 0.33%
9,466
+162
61
$1.14M 0.33%
23,891
-18,194
62
$1.12M 0.32%
13,730
-1,973
63
$1.11M 0.32%
43,063
-15,268
64
$1.11M 0.32%
25,984
+1,597
65
$1.1M 0.32%
14,446
-1,825
66
$1.1M 0.31%
33,978
+546
67
$1.09M 0.31%
86,269
+77,095
68
$1.09M 0.31%
18,230
+190
69
$1.08M 0.31%
11,028
+5,993
70
$1.08M 0.31%
24,964
-11,835
71
$1.04M 0.3%
150,020
+67,990
72
$1.04M 0.3%
6,694
+1,275
73
$1.03M 0.3%
29,450
+15,921
74
$993K 0.29%
6,187
+52
75
$969K 0.28%
+3,741
1 2
3
4 5