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
51
$1.78M 0.41%
17,879
+841
52
$1.74M 0.4%
1,479
+174
53
$1.67M 0.38%
10,147
+111
54
$1.63M 0.37%
34,959
+651
55
$1.63M 0.37%
21,533
-85
56
$1.61M 0.37%
8,135
-149
57
$1.54M 0.35%
9,294
+460
58
$1.51M 0.34%
12,810
-30
59
$1.45M 0.33%
7,694
+810
60
$1.44M 0.33%
23,060
+2,634
61
$1.41M 0.32%
23,723
-600
62
$1.39M 0.32%
19,585
-316
63
$1.37M 0.31%
14,622
-92
64
$1.35M 0.31%
33,210
65
$1.32M 0.3%
5,215
-520
66
$1.31M 0.3%
16,454
-314
67
$1.3M 0.3%
5,836
+129
68
$1.28M 0.29%
25,520
-1,620
69
$1.23M 0.28%
16,364
+2,084
70
$1.23M 0.28%
25,431
+1,766
71
$1.22M 0.28%
22,180
+6,300
72
$1.2M 0.27%
20,231
-42
73
$1.17M 0.27%
54,500
+1,986
74
$1.12M 0.26%
3,340
+254
75
$1.07M 0.24%
3,301
+391
1 2
3
4 5