HWA

HCR Wealth Advisors Portfolio holdings

AUM $964M
1-Year Est. Return 24.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.06%
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
+$17.2M
2
+$14.6M
3
+$9.5M
4
SH icon
ProShares Short S&P500
SH
+$6.29M
5
AAPL icon
Apple
AAPL
+$4.07M

Top Sells

1
+$29.9M
2
+$20.8M
3
+$19.4M
4
EZM icon
WisdomTree US MidCap Fund
EZM
+$12.4M
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$12.3M

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
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