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
76
$814K 0.26%
12,385
+170
77
$793K 0.26%
19,152
-121
78
$789K 0.25%
12,759
-914
79
$786K 0.25%
+36,452
80
$761K 0.25%
13,529
+636
81
$718K 0.23%
30,154
-1,843
82
$705K 0.23%
40,665
-1,562
83
$695K 0.22%
8,122
+2,722
84
$676K 0.22%
5,829
+20
85
$674K 0.22%
26,700
-2,000
86
$634K 0.2%
+7,522
87
$627K 0.2%
6,503
-49
88
$622K 0.2%
+4,748
89
$599K 0.19%
10,132
-15,912
90
$596K 0.19%
9,304
-2,645
91
$591K 0.19%
18,570
92
$587K 0.19%
5,707
93
$549K 0.18%
8,417
+154
94
$540K 0.17%
8,117
+650
95
$533K 0.17%
17,984
+300
96
$529K 0.17%
9,500
-2,500
97
$518K 0.17%
+4,072
98
$514K 0.17%
5,015
+81
99
$502K 0.16%
4,449
+85
100
$462K 0.15%
19,040
2 3
4
5 6