HWA
HCR Wealth Advisors Portfolio holdings
AUM
$966M
1-Year Est. Return
21.68%
1 Year Est. Return
+21.68%
AUM
$966M
AUM Growth
+$116M
(+14%)
Holding
253
Top Buys
| 1 | +$4.82M | |
| 2 | +$2.01M | |
| 3 | +$1.91M | |
| 4 |
Blue Owl Capital
OWL
|
+$1.84M |
| 5 |
Vanguard Growth ETF
VUG
|
+$1.76M |
Top Sells
| 1 | +$1.38M | |
| 2 | +$911K | |
| 3 | +$516K | |
| 4 |
Bristol-Myers Squibb
BMY
|
+$494K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
251
US Bancorp
USB
$83.9B
| – | – |
-20,130
|
|
||
252
State Street Consumer Staples Select Sector SPDR ETF
XLP
$15.3B
| – | – |
-2,606
|
|
||
253
Accenture
ACN
$177B
| – | – |
-747
|
|