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
101
$531K 0.12%
11,690
+11,420
102
$530K 0.12%
17,241
+55
103
$521K 0.12%
6,656
+3,420
104
$515K 0.12%
2,850
+300
105
$510K 0.12%
47,318
+61
106
$496K 0.11%
2,912
-108
107
$491K 0.11%
6,213
-16
108
$490K 0.11%
5,004
+276
109
$485K 0.11%
30,014
+8,120
110
$446K 0.1%
15,000
111
$441K 0.1%
5,346
+50
112
$441K 0.1%
8,923
+687
113
$440K 0.1%
7,408
-16
114
$432K 0.1%
12,351
+1,962
115
$427K 0.1%
19,660
116
$416K 0.1%
4,625
-1,053
117
$402K 0.09%
1,796
+251
118
$388K 0.09%
5,175
+12
119
$387K 0.09%
24,137
+785
120
$384K 0.09%
18,500
121
$384K 0.09%
1,623
+204
122
$377K 0.09%
21,300
123
$371K 0.08%
2,299
+1
124
$369K 0.08%
3,120
+15
125
$363K 0.08%
1,663
+7
3 4
5
6 7