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
51
$2.13M 0.42%
12,978
-1,671
52
$2.11M 0.42%
10,929
-2,332
53
$2.1M 0.41%
39,702
+1,357
54
$2.09M 0.41%
9,614
-530
55
$2.03M 0.4%
6,651
-2,101
56
$2.02M 0.4%
27,407
-3,844
57
$1.96M 0.39%
18,980
-6,180
58
$1.92M 0.38%
4,847
-2,994
59
$1.91M 0.38%
18,258
-2,722
60
$1.85M 0.37%
23,861
-4,081
61
$1.85M 0.37%
25,405
-3,102
62
$1.83M 0.36%
16,686
+1,306
63
$1.82M 0.36%
7,979
-203
64
$1.78M 0.35%
33,228
+18
65
$1.71M 0.34%
10,879
+609
66
$1.68M 0.33%
32,079
-8,434
67
$1.66M 0.33%
+54,427
68
$1.64M 0.33%
29,965
+460
69
$1.62M 0.32%
35,811
-777
70
$1.61M 0.32%
25,996
+1,558
71
$1.61M 0.32%
7,532
-663
72
$1.59M 0.31%
29,847
+1,769
73
$1.59M 0.31%
6,435
+494
74
$1.55M 0.31%
11,689
-5,002
75
$1.5M 0.3%
18,195
+4,482
1 2
3
4 5