HWA
HCR Wealth Advisors Portfolio holdings
AUM
$1.01B
1-Year Est. Return
20.39%
This Fund
S&P 500
1 Year Est. Return
+20.39%
AUM
$426M
AUM Growth
+$76.6M
(+22%)
Holding
269
Top Buys
| 1 | +$36.3M | |
| 2 | +$7.84M | |
| 3 | +$2.64M | |
| 4 |
L3Harris
LHX
|
+$1.91M |
| 5 |
Apple
AAPL
|
+$1.81M |
Top Sells
| 1 | +$14.5M | |
| 2 | +$11.5M | |
| 3 | +$2.97M | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$2.71M |
| 5 |
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% |