HWA
HCR Wealth Advisors Portfolio holdings
AUM
$850M
1-Year Return
16.6%
This Quarter Return
+19.29%
1 Year Return
+16.6%
3 Year Return
+74.65%
5 Year Return
+132.44%
10 Year Return
–
AUM
$426M
AUM Growth
+$76.6M
(+22%)
Cap. Flow
+$11.1M
Cap. Flow
% of AUM
2.6%
Top 10 Holdings %
Top 10 Hldgs %
59.86%
Holding
269
New
33
Increased
67
Reduced
81
Closed
23
Top Buys
| 1 |
ProShares Short S&P500
SH
|
$33.6M |
| 2 |
Vanguard High Dividend Yield ETF
VYM
|
$7.92M |
| 3 |
AbbVie
ABBV
|
$2.98M |
| 4 |
Apple
AAPL
|
$2.13M |
| 5 |
L3Harris
LHX
|
$1.73M |
Top Sells
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$14.3M |
| 2 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$11.6M |
| 3 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$2.97M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$2.71M |
| 5 |
Vanguard Growth ETF
VUG
|
$1.76M |
Sector Composition
| 1 | Technology | 25.69% |
| 2 | Communication Services | 5.73% |
| 3 | Consumer Discretionary | 5.64% |
| 4 | Financials | 4.86% |
| 5 | Consumer Staples | 4.29% |
