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
76
$1.47M 0.29%
3,703
+46
77
$1.45M 0.29%
19,196
-2,592
78
$1.41M 0.28%
10,859
+1,359
79
$1.4M 0.28%
6,173
-623
80
$1.36M 0.27%
+41,813
81
$1.27M 0.25%
5,681
-2,602
82
$1.26M 0.25%
20,030
-3,889
83
$1.24M 0.25%
14,149
-1,103
84
$1.23M 0.24%
37,202
+9,135
85
$1.18M 0.23%
3,308
-146
86
$1.18M 0.23%
+15,664
87
$1.14M 0.23%
9,960
88
$1.12M 0.22%
4,496
-700
89
$1.1M 0.22%
8,147
-7,717
90
$1.08M 0.21%
11,794
-4,635
91
$1.08M 0.21%
19,309
-8,801
92
$1.04M 0.21%
18,450
+1,900
93
$1.03M 0.2%
11,803
-2,972
94
$979K 0.19%
17,705
+1,460
95
$950K 0.19%
15,914
-382
96
$943K 0.19%
20,579
+13,869
97
$897K 0.18%
17,530
-5,351
98
$867K 0.17%
+14,917
99
$839K 0.17%
12,867
-2,416
100
$830K 0.16%
19,750
2 3
4
5 6