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
$310M
AUM Growth
+$2.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$35.8M
2
+$4.56M
3
+$3.28M
4
SH icon
ProShares Short S&P500
SH
+$3.27M
5
CME icon
CME Group
CME
+$1.93M

Top Sells

1
+$6M
2
+$3.75M
3
+$1.43M
4
EMR icon
Emerson Electric
EMR
+$941K
5
MYC
Blackrock Muni Yield California Fund, Inc.
MYC
+$680K

Sector Composition

1 Technology 13.25%
2 Financials 8.83%
3 Communication Services 5.57%
4 Consumer Discretionary 4.89%
5 Consumer Staples 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$309K 0.1%
7,500
-3,400
127
$307K 0.1%
5,770
-500
128
$298K 0.1%
10,620
-400
129
$295K 0.1%
+3,409
130
$277K 0.09%
2,692
+100
131
$276K 0.09%
15,165
132
$275K 0.09%
+1,725
133
$261K 0.08%
3,742
134
$254K 0.08%
+2,286
135
$254K 0.08%
7,035
-414
136
$253K 0.08%
3,878
+284
137
$248K 0.08%
15,350
+500
138
$230K 0.07%
35,048
-19,072
139
$227K 0.07%
926
140
$223K 0.07%
2,590
141
$220K 0.07%
1,164
+50
142
$219K 0.07%
+6,198
143
$211K 0.07%
2,754
144
$210K 0.07%
2,498
+150
145
$209K 0.07%
5,769
-27
146
$207K 0.07%
2,176
147
$205K 0.07%
4,408
148
$203K 0.07%
9,780
149
$203K 0.07%
17,043
-16,847
150
$201K 0.06%
3,350
4 5
6
7 8