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
$426M
AUM Growth
+$76.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$33.6M
2
+$7.92M
3
+$2.98M
4
AAPL icon
Apple
AAPL
+$2.13M
5
LHX icon
L3Harris
LHX
+$1.73M

Top Sells

1
+$14.3M
2
+$11.6M
3
+$2.97M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.71M
5
VUG icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$9K ﹤0.01%
175
227
$9K ﹤0.01%
2,093,150
228
$8K ﹤0.01%
115
229
$8K ﹤0.01%
+200
230
$8K ﹤0.01%
84
+4
231
$8K ﹤0.01%
87
232
$7K ﹤0.01%
200
233
$7K ﹤0.01%
70
234
$6K ﹤0.01%
219
235
$6K ﹤0.01%
260
236
$6K ﹤0.01%
+52
237
$5K ﹤0.01%
408
238
$3K ﹤0.01%
32
239
$3K ﹤0.01%
50
240
$2K ﹤0.01%
100
241
$2K ﹤0.01%
40
242
$2K ﹤0.01%
+37
243
$2K ﹤0.01%
19
244
$1K ﹤0.01%
35
245
$1K ﹤0.01%
+18
246
$1K ﹤0.01%
+20
247
– –
-172
248
– –
-800
249
– –
-14,815
250
– –
-765
7 8 9
10
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