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
$288M
AUM Growth
+$2.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1 +$1.28M
2 +$1.19M
3 +$1.18M
4
BA icon
Boeing
BA
+$851K
5
TBF icon
ProShares Short 20+ Year Treasury ETF
TBF
+$789K

Top Sells

1 +$2.69M
2 +$568K
3 +$398K
4
ITB icon
iShares US Home Construction ETF
ITB
+$372K
5
GIS icon
General Mills
GIS
+$315K

Sector Composition

1 Technology 15.24%
2 Financials 9.9%
3 Communication Services 6.98%
4 Consumer Discretionary 5.12%
5 Consumer Staples 4.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-7,700
177
$0 ﹤0.01%
11,200
178
-23,127
179
$0 ﹤0.01%
16,428