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
151
$254K 0.07%
+630
152
$244K 0.07%
5,591
-1,444
153
$235K 0.07%
55,840
-73,880
154
$229K 0.07%
+3,214
155
$228K 0.07%
+2,018
156
$224K 0.06%
+1,408
157
$218K 0.06%
+1,431
158
$214K 0.06%
+3,350
159
$210K 0.06%
+1,255
160
$206K 0.06%
3,969
+91
161
$204K 0.06%
+7,192
162
$200K 0.06%
+1,186
163
$192K 0.06%
+17,878
164
$181K 0.05%
3,240
-2,529
165
$158K 0.05%
10,000
166
$94K 0.03%
16,513
-15,555
167
$83K 0.02%
1,470
+200
168
$41K 0.01%
+16,359
169
$28K 0.01%
+3,472
170
$10K ﹤0.01%
2,093,150
171
$3K ﹤0.01%
+110,172
172
– –
-6,198
173
– –
-17,043
174
– –
-6,503
175
– –
-2,286
5 6
7
8 9