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
$426M
AUM Growth
+$76.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$33.6M
2
+$7.92M
3
+$2.98M
4
AAPL icon
Apple
AAPL
+$2.13M
5
LHX icon
L3Harris
LHX
+$1.73M

Top Sells

1
+$14.3M
2
+$11.6M
3
+$2.97M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.71M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.76M

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
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