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
in Stake 		Capital Flow
26
$2.69M 0.63%
45,603
+124
27
$2.4M 0.56%
7,721
+2
28
$2.16M 0.51%
28,988
-146
29
$2.15M 0.51%
8,673
+75
30
$2.14M 0.5%
12,863
+518
31
$1.96M 0.46%
31,701
+1,269
32
$1.96M 0.46%
50,029
+1,006
33
$1.94M 0.46%
13,847
+349
34
$1.92M 0.45%
20,598
+1,098
35
$1.92M 0.45%
16,020
+216
36
$1.9M 0.45%
15,195
-923
37
$1.88M 0.44%
80,354
+171
38
$1.86M 0.44%
25,820
-440
39
$1.82M 0.43%
10,829
+542
40
$1.76M 0.41%
19,901
+1,099
41
$1.73M 0.41%
+10,139
42
$1.7M 0.4%
21,618
+405
43
$1.66M 0.39%
13,982
-114
44
$1.66M 0.39%
8,284
+4
45
$1.59M 0.37%
17,038
-745
46
$1.5M 0.35%
15,389
+52
47
$1.49M 0.35%
8,053
+123
48
$1.48M 0.35%
1,305
-23
49
$1.45M 0.34%
5,735
+78
50
$1.45M 0.34%
10,036
-1,362
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