HWA
HCR Wealth Advisors Portfolio holdings
AUM
$850M
This Quarter Return
+8.49%
1 Year Return
+16.6%
3 Year Return
+74.65%
5 Year Return
+132.44%
10 Year Return
–
AUM
$540M
AUM Growth
+$540M
(+6.9%)
Cap. Flow
-$2.16M
Cap. Flow
% of AUM
-0.4%
Top 10 Holdings %
Top 10 Hldgs %
56.22%
Holding
184
New
9
Increased
46
Reduced
78
Closed
5
Top Buys
| 1 |
Vanguard High Dividend Yield ETF
VYM
|
$4M |
| 2 |
iShares Biotechnology ETF
IBB
|
$1.86M |
| 3 |
Palo Alto Networks
PANW
|
$511K |
| 4 |
JPMorgan Chase
JPM
|
$310K |
| 5 |
Church & Dwight Co
CHD
|
$287K |
Top Sells
| 1 |
Apple
AAPL
|
$1.8M |
| 2 |
Tesla
TSLA
|
$1.12M |
| 3 |
ProShares Short S&P500
SH
|
$1.05M |
| 4 |
Amplify Cybersecurity ETF
HACK
|
$753K |
| 5 |
Energy Select Sector SPDR Fund
XLE
|
$742K |
Sector Composition
| 1 | Technology | 27.1% |
| 2 | Financials | 5.91% |
| 3 | Consumer Discretionary | 5.44% |
| 4 | Communication Services | 4.18% |
| 5 | Healthcare | 3.26% |
