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
76
$891K 0.26%
22,111
+2,959
77
$871K 0.25%
12,235
-150
78
$869K 0.25%
18,640
-4,608
79
$865K 0.25%
9,398
+6,881
80
$848K 0.24%
100,542
+5,634
81
$843K 0.24%
28,045
+1,345
82
$816K 0.23%
11,916
+4,394
83
$805K 0.23%
8,001
-121
84
$785K 0.23%
16,308
-12,196
85
$778K 0.22%
+802
86
$749K 0.22%
11,403
-1,356
87
$735K 0.21%
8,022
-305,454
88
$718K 0.21%
7,695
-2,275
89
$698K 0.2%
+12,940
90
$692K 0.2%
5,363
+1,291
91
$687K 0.2%
+51,367
92
$673K 0.19%
+24,403
93
$667K 0.19%
18,066
+82
94
$603K 0.17%
30,277
-10,388
95
$599K 0.17%
8,722
+3,015
96
$591K 0.17%
5,236
+221
97
$566K 0.16%
1,688
+216
98
$565K 0.16%
7,800
-5,785
99
$543K 0.16%
+3,816
100
$529K 0.15%
+13,695
2 3
4
5 6