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

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
201
$0 ﹤0.01%
+18,500
202
$0 ﹤0.01%
+30,000
203
-3,409