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
$506M
AUM Growth
+$28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$11.3M
3
+$8.76M
4
TBF icon
ProShares Short 20+ Year Treasury ETF
TBF
+$7.22M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$5.78M

Top Sells

1
+$12M
2
+$3.35M
3
+$2.18M
4
DIS icon
Walt Disney
DIS
+$2.15M
5
AMZN icon
Amazon
AMZN
+$1.97M

Sector Composition

1 Technology 17.95%
2 Financials 7.39%
3 Consumer Discretionary 6.54%
4 Communication Services 6.02%
5 Healthcare 4.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$500K 0.1%
4,799
-4,652
127
$499K 0.1%
7,109
-6,523
128
$491K 0.1%
3,911
+1,955
129
$489K 0.1%
9,270
+979
130
$479K 0.09%
15,000
131
$476K 0.09%
21,500
132
$444K 0.09%
5,463
-750
133
$433K 0.09%
6,534
-902
134
$426K 0.08%
1,800
-750
135
$421K 0.08%
2,776
-344
136
$405K 0.08%
22,300
-1,937
137
$404K 0.08%
1,663
138
$401K 0.08%
4,522
-676
139
$398K 0.08%
+6,112
140
$387K 0.08%
4,082
-325
141
$385K 0.08%
19,041
142
$372K 0.07%
+6,659
143
$359K 0.07%
3,075
-175
144
$357K 0.07%
4,955
+3,133
145
$351K 0.07%
15,358
-33,674
146
$344K 0.07%
1,041
-2,773
147
$340K 0.07%
+3,400
148
$338K 0.07%
1,374
-510
149
$329K 0.07%
+6,717
150
$326K 0.06%
8,343
-6,552
4 5
6
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