HWA
HCR Wealth Advisors Portfolio holdings
AUM
$850M
1-Year Return
16.6%
This Quarter Return
+10.55%
1 Year Return
+16.6%
3 Year Return
+74.65%
5 Year Return
+132.44%
10 Year Return
–
AUM
$437M
AUM Growth
+$11.2M
(+2.6%)
Cap. Flow
-$26.4M
Cap. Flow
% of AUM
-6.04%
Top 10 Holdings %
Top 10 Hldgs %
55.05%
Holding
263
New
17
Increased
85
Reduced
58
Closed
23
Top Buys
| 1 |
Vanguard High Dividend Yield ETF
VYM
|
$7.78M |
| 2 |
iShares Biotechnology ETF
IBB
|
$4.46M |
| 3 |
AutoNation
AN
|
$3.57M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$3.11M |
| 5 |
First Trust Preferred Securities and Income ETF
FPE
|
$2.85M |
Top Sells
| 1 |
Apple
AAPL
|
$30.2M |
| 2 |
ProShares Short S&P500
SH
|
$15.3M |
| 3 |
Vanguard Growth ETF
VUG
|
$7.24M |
| 4 |
ProShares Short QQQ
PSQ
|
$3.26M |
| 5 |
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% |
