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
$478M
AUM Growth
+$40.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$2.35M
3
+$1.92M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.8M
5
MC icon
Moelis & Co
MC
+$1.38M

Top Sells

1
+$13.7M
2
+$13.2M
3
+$3.32M
4
ABBV icon
AbbVie
ABBV
+$2.66M
5
NEE icon
NextEra Energy
NEE
+$1.14M

Sector Composition

1 Technology 24.88%
2 Consumer Discretionary 7.7%
3 Communication Services 7.32%
4 Financials 7.24%
5 Consumer Staples 4.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$27K 0.01%
394
+69
227
$26K 0.01%
218
228
$25K 0.01%
198
+166
229
$23K ﹤0.01%
10
230
$22K ﹤0.01%
+251
231
$22K ﹤0.01%
430
232
$22K ﹤0.01%
335
-265
233
$22K ﹤0.01%
236
+38
234
$21K ﹤0.01%
227
+27
235
$20K ﹤0.01%
320
236
$20K ﹤0.01%
+175
237
$18K ﹤0.01%
379
238
$17K ﹤0.01%
+1,200
239
$16K ﹤0.01%
380
240
$16K ﹤0.01%
441
241
$15K ﹤0.01%
57
242
$15K ﹤0.01%
176
-30
243
$15K ﹤0.01%
73
244
$15K ﹤0.01%
+11
245
$14K ﹤0.01%
300
246
$13K ﹤0.01%
2,093,150
247
$11K ﹤0.01%
108
248
$11K ﹤0.01%
175
249
$10K ﹤0.01%
115
250
$10K ﹤0.01%
70
8 9
10
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