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
101
$528K 0.15%
+1,639
102
$519K 0.15%
7,572
+3,123
103
$512K 0.15%
7,952
+1,530
104
$512K 0.15%
4,179
+247
105
$509K 0.15%
6,632
+332
106
$488K 0.14%
29,000
+9,960
107
$483K 0.14%
14,465
-4,105
108
$459K 0.13%
7,383
-12,601
109
$456K 0.13%
5,447
-2,670
110
$451K 0.13%
5,179
-736
111
$432K 0.12%
15,090
-80
112
$431K 0.12%
+292
113
$431K 0.12%
6,970
+192
114
$430K 0.12%
18,500
115
$429K 0.12%
13,987
+6,710
116
$427K 0.12%
3,720
-2,109
117
$422K 0.12%
7,570
-1,454
118
$422K 0.12%
+2,365
119
$420K 0.12%
5,717
-2,700
120
$411K 0.12%
+1,697
121
$398K 0.11%
+4,650
122
$379K 0.11%
+5,936
123
$379K 0.11%
10,683
124
$375K 0.11%
50,981
+15,933
125
$374K 0.11%
7,379
-27,440
3 4
5
6 7