HWA
HCR Wealth Advisors Portfolio holdings
AUM
$850M
1-Year Return
16.6%
This Quarter Return
+2.3%
1 Year Return
+16.6%
3 Year Return
+74.65%
5 Year Return
+132.44%
10 Year Return
–
AUM
$189M
AUM Growth
–
Cap. Flow
+$189M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
41.09%
Holding
154
New
154
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$23.2M |
| 2 |
First Trust Preferred Securities and Income ETF
FPE
|
$20.7M |
| 3 |
Vanguard High Dividend Yield ETF
VYM
|
$7.66M |
| 4 |
Procter & Gamble
PG
|
$4.39M |
| 5 |
JPMorgan Chase
JPM
|
$3.88M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 16.58% |
| 2 | Financials | 9.56% |
| 3 | Consumer Staples | 8.4% |
| 4 | Communication Services | 8.02% |
| 5 | Energy | 4.95% |
