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
101
$794K 0.16%
20,920
+7,540
102
$773K 0.15%
12,100
+1,670
103
$744K 0.15%
1,427
-1,147
104
$740K 0.15%
11,720
+4,438
105
$736K 0.15%
19,361
-125
106
$714K 0.14%
48,417
-10,125
107
$711K 0.14%
38,892
+4,969
108
$693K 0.14%
11,916
-8,843
109
$691K 0.14%
51,760
-110,840
110
$689K 0.14%
2,839
-114
111
$663K 0.13%
+5,870
112
$660K 0.13%
2,847
-3,277
113
$659K 0.13%
+20,565
114
$639K 0.13%
2,066
+161
115
$629K 0.12%
6,862
-1,090
116
$622K 0.12%
5,717
+5,542
117
$606K 0.12%
2,934
+276
118
$604K 0.12%
+35,715
119
$561K 0.11%
14,641
-1,132
120
$554K 0.11%
+7,130
121
$541K 0.11%
+13,000
122
$535K 0.11%
2,099
-279
123
$532K 0.11%
5,932
+223
124
$525K 0.1%
11,765
-10,715
125
$512K 0.1%
4,488
-5,902
3 4
5
6 7