HWA

HCR Wealth Advisors Portfolio holdings

AUM $1.01B
1-Year Est. Return 20.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$506M
AUM Growth
+$28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$11.3M
3
+$8.36M
4
TBF icon
ProShares Short 20+ Year Treasury ETF
TBF
+$6.8M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$5.91M

Top Sells

1
+$12.6M
2
+$3.29M
3
+$2.15M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.09M
5
AMZN icon
Amazon
AMZN
+$2.02M

Sector Composition

1 Technology 17.95%
2 Financials 7.39%
3 Consumer Discretionary 6.54%
4 Communication Services 6.02%
5 Healthcare 4.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$62K 0.01%
15,678
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177
$51K 0.01%
13,000
178
$40K 0.01%
+3,333
179
$19K ﹤0.01%
+280
180
$7K ﹤0.01%
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