HWA

HCR Wealth Advisors Portfolio holdings

AUM $964M
1-Year Est. Return 24.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$966M
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$2.18M
3
+$1.94M
4
AAPL icon
Apple
AAPL
+$1.68M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.67M

Top Sells

1
+$1.36M
2
+$911K
3
+$494K
4
ORCL icon
Oracle
ORCL
+$455K
5
DE icon
Deere & Co
DE
+$292K

Sector Composition

1 Technology 27.36%
2 Financials 5.92%
3 Industrials 5.41%
4 Communication Services 5.37%
5 Consumer Discretionary 4.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$213K 0.02%
2,186
-9
227
$211K 0.02%
2,466
-156
228
$211K 0.02%
+3,645
229
$210K 0.02%
581
-1
230
$206K 0.02%
+1,724
231
$206K 0.02%
7,649
-770
232
$205K 0.02%
+1,118
233
$204K 0.02%
410
-62
234
$204K 0.02%
+723
235
$203K 0.02%
14,970
-30
236
$200K 0.02%
+2,716
237
$188K 0.02%
10,000
238
$171K 0.02%
15,000
239
$161K 0.02%
19,041
240
$105K 0.01%
+10,000
241
$75.2K 0.01%
15,405
242
$66.1K 0.01%
17,000
243
$26.9K ﹤0.01%
3,000
+2,000
244
$9.2K ﹤0.01%
509
245
– –
-10,671
246
– –
-4,058
247
– –
-574
248
– –
-7,800
249
– –
-12,330
250
– –
-7,149
7 8 9
10
11