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
$202M
AUM Growth
+$7.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$2.16M
3
+$1.22M
4
IYT icon
iShares US Transportation ETF
IYT
+$572K
5
SCI icon
Service Corp International
SCI
+$503K

Top Sells

1
+$2.74M
2
+$2.24M
3
+$1.51M
4
AAPL icon
Apple
AAPL
+$1.14M
5
ALL icon
Allstate
ALL
+$1.02M

Sector Composition

1 Technology 17.63%
2 Communication Services 8.9%
3 Financials 8.16%
4 Consumer Staples 7.91%
5 Consumer Discretionary 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.96M 0.97%
36,715
+583
27
$1.87M 0.92%
14,121
-105
28
$1.86M 0.92%
40,900
+1,000
29
$1.6M 0.79%
11,983
-623
30
$1.53M 0.75%
9,553
-96
31
$1.49M 0.74%
64,582
+5,890
32
$1.49M 0.74%
50,718
+2,385
33
$1.47M 0.72%
34,159
+28,326
34
$1.37M 0.68%
23,091
+1,945
35
$1.34M 0.66%
16,748
-2,033
36
$1.33M 0.66%
29,966
+3,995
37
$1.33M 0.66%
19,916
+3,719
38
$1.23M 0.61%
48,813
-687
39
$1.23M 0.61%
7,042
+452
40
$1.2M 0.59%
9,772
-2,184
41
$1.18M 0.58%
7,674
+81
42
$1.16M 0.57%
13,905
-995
43
$1.14M 0.56%
19,310
-400
44
$1.11M 0.55%
16,761
+3,526
45
$1.11M 0.55%
33,117
+15,046
46
$1.11M 0.55%
7,226
-74
47
$1.07M 0.53%
9,033
-100
48
$1.05M 0.52%
22,000
49
$1.05M 0.52%
16,186
50
$1.04M 0.51%
18,812
+176
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