HWA
HCR Wealth Advisors Portfolio holdings
AUM
$850M
1-Year Return
16.6%
This Quarter Return
-10.96%
1 Year Return
+16.6%
3 Year Return
+74.65%
5 Year Return
+132.44%
10 Year Return
–
AUM
$350M
AUM Growth
-$62.7M
(-15%)
Cap. Flow
-$12.5M
Cap. Flow
% of AUM
-3.57%
Top 10 Holdings %
Top 10 Hldgs %
58.33%
Holding
264
New
28
Increased
55
Reduced
85
Closed
28
Top Buys
| 1 |
ProShares Short QQQ
PSQ
|
$7.88M |
| 2 |
Energy Select Sector SPDR Fund
XLE
|
$2.92M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$2.71M |
| 4 |
Bank of America
BAC
|
$1.7M |
| 5 |
Bristol-Myers Squibb
BMY
|
$1.37M |
Top Sells
| 1 |
Oracle
ORCL
|
$4.21M |
| 2 |
Vanguard High Dividend Yield ETF
VYM
|
$3.97M |
| 3 |
Procter & Gamble
PG
|
$3.8M |
| 4 |
UnitedHealth
UNH
|
$2.76M |
| 5 |
JPMorgan Chase
JPM
|
$2.62M |
Sector Composition
| 1 | Technology | 22.04% |
| 2 | Financials | 5.98% |
| 3 | Communication Services | 5.84% |
| 4 | Consumer Discretionary | 5.41% |
| 5 | Consumer Staples | 4.57% |
