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
176
$64K 0.01%
2,647
-170
177
$62K 0.01%
559
178
$60K 0.01%
2,190
179
$58K 0.01%
466
180
$55K 0.01%
1,020
-133
181
$53K 0.01%
630
182
$49K 0.01%
455
+25
183
$48K 0.01%
1,716
184
$45K 0.01%
812
185
$44K 0.01%
2,584
-452
186
$44K 0.01%
300
+170
187
$40K 0.01%
552
188
$37K 0.01%
1,325
189
$34K 0.01%
306
190
$34K 0.01%
600
191
$34K 0.01%
965
192
$33K 0.01%
600
193
$32K 0.01%
2,020
194
$32K 0.01%
275
+90
195
$29K 0.01%
85
-410
196
$28K 0.01%
1,590
-291
197
$27K 0.01%
302
+8
198
$26K 0.01%
753
-150
199
$26K 0.01%
150
200
$25K 0.01%
400
-133
6 7
8
9 10