HWA
HCR Wealth Advisors Portfolio holdings
AUM
$1.01B
1-Year Est. Return
20.4%
This Fund
S&P 500
1 Year Est. Return
+20.4%
AUM
$966M
AUM Growth
+$116M
(+14%)
Holding
253
Top Buys
| 1 | +$4.38M | |
| 2 | +$2.18M | |
| 3 | +$1.94M | |
| 4 |
Apple
AAPL
|
+$1.68M |
| 5 |
Vanguard Growth ETF
VUG
|
+$1.67M |
Top Sells
| 1 | +$1.36M | |
| 2 | +$911K | |
| 3 | +$494K | |
| 4 |
Oracle
ORCL
|
+$455K |
| 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
$79B
| – | – |
-20,130
|
|
||
252
State Street Consumer Staples Select Sector SPDR ETF
XLP
$15.6B
| – | – |
-2,606
|
|
||
253
Accenture
ACN
$121B
| – | – |
-747
|
|