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
$238M
AUM Growth
+$35.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$8.03M
2
+$2.8M
3
+$2.79M
4
BAC icon
Bank of America
BAC
+$1.82M
5
AMZN icon
Amazon
AMZN
+$1.6M

Top Sells

1
+$22.6M
2
+$3.03M
3
+$1.05M
4
AAPL icon
Apple
AAPL
+$577K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$542K

Sector Composition

1 Technology 14.78%
2 Financials 10.46%
3 Communication Services 8.47%
4 Consumer Staples 6.1%
5 Consumer Discretionary 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.03M 0.86%
36,666
-49
27
$1.96M 0.82%
40,760
-140
28
$1.92M 0.81%
14,752
+631
29
$1.88M 0.79%
29,575
-2,201
30
$1.82M 0.77%
+71,800
31
$1.68M 0.71%
16,485
-5,327
32
$1.68M 0.71%
72,407
+7,825
33
$1.64M 0.69%
9,978
+425
34
$1.6M 0.68%
+33,400
35
$1.6M 0.68%
12,160
+177
36
$1.54M 0.65%
35,117
+958
37
$1.53M 0.64%
20,987
+1,071
38
$1.52M 0.64%
10,435
+663
39
$1.52M 0.64%
50,718
40
$1.51M 0.64%
31,319
+1,353
41
$1.47M 0.62%
23,402
+311
42
$1.42M 0.6%
10,434
+3,129
43
$1.33M 0.56%
+5,910
44
$1.33M 0.56%
16,648
-100
45
$1.31M 0.55%
7,473
+431
46
$1.29M 0.54%
15,482
-1,279
47
$1.24M 0.52%
7,575
-99
48
$1.18M 0.49%
34,048
+931
49
$1.17M 0.49%
10,477
+1,444
50
$1.15M 0.49%
19,480
+170
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