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
251
$10K ﹤0.01%
87
252
$9K ﹤0.01%
+116
253
$8K ﹤0.01%
200
254
$4K ﹤0.01%
180
-810
255
$3K ﹤0.01%
50
256
$3K ﹤0.01%
+86
257
$2K ﹤0.01%
76
+1
258
$2K ﹤0.01%
100
259
$2K ﹤0.01%
40
260
$2K ﹤0.01%
+37
261
$2K ﹤0.01%
23
262
$2K ﹤0.01%
+14
263
$2K ﹤0.01%
+38
264
$2K ﹤0.01%
19
265
$2K ﹤0.01%
+32
266
$1K ﹤0.01%
35
267
$1K ﹤0.01%
14
268
– –
-30,512
269
– –
-10,728
270
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-6,070
271
– –
-400
272
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-1,716
273
– –
-200
274
– –
-40,132
275
– –
-408
8 9 10
11
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