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
76
$1.05M 0.24%
3,803
77
$1.04M 0.24%
30,228
-778
78
$996K 0.23%
7,392
+772
79
$955K 0.22%
29,727
-728
80
$938K 0.21%
9,960
81
$933K 0.21%
35,736
-500
82
$919K 0.21%
8,175
+1,120
83
$917K 0.21%
6,124
84
$880K 0.2%
22,881
85
$835K 0.19%
10,240
86
$819K 0.19%
59,142
+1,975
87
$812K 0.19%
13,597
-150
88
$778K 0.18%
22,805
+325
89
$703K 0.16%
16,497
+486
90
$687K 0.16%
2,732
+110
91
$670K 0.15%
12,050
92
$666K 0.15%
16,296
93
$618K 0.14%
3,130
+357
94
$602K 0.14%
5,175
95
$600K 0.14%
7,952
96
$572K 0.13%
1,689
97
$564K 0.13%
15,185
+1,012
98
$554K 0.13%
19,750
99
$548K 0.13%
15,257
+1,209
100
$540K 0.12%
5,604
+194
2 3
4
5 6