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
$437M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$7.78M
2
+$4.46M
3
+$3.57M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.1M
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$2.85M

Top Sells

1
+$30.2M
2
+$15.3M
3
+$7.24M
4
PSQ icon
ProShares Short QQQ
PSQ
+$3.26M
5
AMZN icon
Amazon
AMZN
+$936K

Sector Composition

1 Technology 23.86%
2 Consumer Discretionary 7.33%
3 Communication Services 6.18%
4 Financials 5.72%
5 Consumer Staples 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$220K 0.05%
4,425
152
$219K 0.05%
6,070
153
$214K 0.05%
3,855
154
$210K 0.05%
+8,112
155
$210K 0.05%
+3,660
156
$203K 0.05%
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157
$184K 0.04%
2,500
158
$177K 0.04%
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-10
159
$175K 0.04%
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-6
160
$137K 0.03%
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161
$124K 0.03%
10,422
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162
$114K 0.03%
1,838
163
$110K 0.03%
2,488
164
$105K 0.02%
1,120
165
$105K 0.02%
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166
$103K 0.02%
688
167
$99K 0.02%
1,193
168
$96K 0.02%
+1,695
169
$85K 0.02%
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170
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171
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173
$74K 0.02%
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174
$73K 0.02%
17,253
175
$67K 0.02%
5,010
5 6
7
8 9