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
201
$25K 0.01%
218
202
$25K 0.01%
353
203
$25K 0.01%
500
204
$23K 0.01%
218
+15
205
$22K 0.01%
430
206
$22K 0.01%
101
-26
207
$21K ﹤0.01%
325
+90
208
$20K ﹤0.01%
341
-41
209
$19K ﹤0.01%
320
210
$18K ﹤0.01%
10
+5
211
$18K ﹤0.01%
990
212
$18K ﹤0.01%
198
+68
213
$16K ﹤0.01%
379
214
$16K ﹤0.01%
+13,000
215
$16K ﹤0.01%
206
-223
216
$16K ﹤0.01%
441
217
$14K ﹤0.01%
200
-173
218
$14K ﹤0.01%
73
219
$13K ﹤0.01%
2,093,150
220
$13K ﹤0.01%
57
221
$11K ﹤0.01%
300
222
$11K ﹤0.01%
380
223
$10K ﹤0.01%
175
224
$10K ﹤0.01%
108
+24
225
$9K ﹤0.01%
115
7 8
9
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