HWA
HCR Wealth Advisors Portfolio holdings
AUM
$850M
This Quarter Return
-4.54%
1 Year Return
+16.6%
3 Year Return
+74.65%
5 Year Return
+132.44%
10 Year Return
–
AUM
$456M
AUM Growth
+$456M
(-16%)
Cap. Flow
-$57.7M
Cap. Flow
% of AUM
-12.65%
Top 10 Holdings %
Top 10 Hldgs %
57.91%
Holding
193
New
14
Increased
15
Reduced
115
Closed
23
Top Buys
| 1 |
Oracle
ORCL
|
$1.77M |
| 2 |
Archer Daniels Midland
ADM
|
$1.69M |
| 3 |
ServiceNow
NOW
|
$1.56M |
| 4 |
Deere & Co
DE
|
$1.3M |
| 5 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$1.06M |
Top Sells
| 1 |
Apple
AAPL
|
$10M |
| 2 |
ProShares Short S&P500
SH
|
$8.36M |
| 3 |
ProShares Short QQQ
PSQ
|
$6.93M |
| 4 |
Vanguard High Dividend Yield ETF
VYM
|
$3.45M |
| 5 |
Vanguard Growth ETF
VUG
|
$2.43M |
Sector Composition
| 1 | Technology | 27.05% |
| 2 | Financials | 5.88% |
| 3 | Consumer Discretionary | 5.15% |
| 4 | Communication Services | 4.49% |
| 5 | Consumer Staples | 3.54% |
