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
$288M
AUM Growth
+$2.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$1.19M
3
+$1.18M
4
BA icon
Boeing
BA
+$851K
5
TBF icon
ProShares Short 20+ Year Treasury ETF
TBF
+$789K

Top Sells

1
+$2.69M
2
+$568K
3
+$398K
4
ITB icon
iShares US Home Construction ETF
ITB
+$372K
5
GIS icon
General Mills
GIS
+$315K

Sector Composition

1 Technology 15.24%
2 Financials 9.9%
3 Communication Services 6.98%
4 Consumer Discretionary 5.12%
5 Consumer Staples 4.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$368K 0.13%
4,344
-292
127
$368K 0.13%
+9,531
128
$358K 0.12%
1,024
+1
129
$340K 0.12%
5,770
+220
130
$314K 0.11%
11,270
131
$310K 0.11%
3,810
-50
132
$308K 0.11%
3,459
-3
133
$302K 0.1%
6,296
+115
134
$297K 0.1%
+46,000
135
$288K 0.1%
6,630
+20
136
$287K 0.1%
4,248
-100
137
$286K 0.1%
5,069
138
$280K 0.1%
1,269
+110
139
$270K 0.09%
2,819
-11
140
$263K 0.09%
3,904
-900
141
$258K 0.09%
9,561
-3,000
142
$257K 0.09%
+10,610
143
$256K 0.09%
1,459
+4
144
$255K 0.09%
3,938
+378
145
$255K 0.09%
1,182
+100
146
$244K 0.08%
969
147
$244K 0.08%
2,492
148
$241K 0.08%
13,854
149
$240K 0.08%
1,998
150
$231K 0.08%
5,675
+30
4 5
6
7 8