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
$348M
AUM Growth
+$38.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$17.4M
3
+$14.6M
4
SH icon
ProShares Short S&P500
SH
+$6.02M
5
AAPL icon
Apple
AAPL
+$4.56M

Top Sells

1
+$28M
2
+$22M
3
+$19.8M
4
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$12.5M
5
EZM icon
WisdomTree US MidCap Fund
EZM
+$12.4M

Sector Composition

1 Technology 16.97%
2 Consumer Discretionary 9.73%
3 Financials 7.07%
4 Communication Services 5.28%
5 Consumer Staples 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$371K 0.11%
+10,147
127
$358K 0.1%
+5,756
128
$357K 0.1%
25,155
+5,910
129
$355K 0.1%
1,509
+345
130
$354K 0.1%
+7,320
131
$352K 0.1%
16,449
+1,284
132
$332K 0.1%
34,679
+23,935
133
$327K 0.09%
7,008
+457
134
$325K 0.09%
4,072
-1,267
135
$324K 0.09%
7,773
-2,575
136
$311K 0.09%
3,385
-360
137
$299K 0.09%
2,737
+561
138
$294K 0.08%
10,220
-400
139
$294K 0.08%
+3,956
140
$293K 0.08%
16,350
+1,000
141
$292K 0.08%
+2,085
142
$289K 0.08%
11,248
-18,906
143
$285K 0.08%
2,748
+250
144
$279K 0.08%
+2,261
145
$277K 0.08%
+1,810
146
$276K 0.08%
28,874
+20,476
147
$268K 0.08%
+1,781
148
$266K 0.08%
+1,791
149
$260K 0.07%
3,061
+307
150
$254K 0.07%
1,335
-390
4 5
6
7 8