HWA

HCR Wealth Advisors Portfolio holdings

AUM $1.01B
1-Year Est. Return 20.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.39%
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
+$36.3M
2
+$7.84M
3
+$2.64M
4
LHX icon
L3Harris
LHX
+$1.91M
5
AAPL icon
Apple
AAPL
+$1.81M

Top Sells

1
+$14.5M
2
+$11.5M
3
+$2.97M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.71M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.59M

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
– –
-800
248
– –
-14,815
249
– –
-765
250
– –
-25
7 8 9
10
11