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
26
$2.96M 0.62%
23,256
+2,010
27
$2.93M 0.61%
7,841
+249
28
$2.72M 0.57%
15,418
+986
29
$2.68M 0.56%
13,261
+99
30
$2.6M 0.54%
52,912
+96
31
$2.48M 0.52%
81,846
+1,730
32
$2.44M 0.51%
31,251
+1,037
33
$2.43M 0.51%
10,830
+581
34
$2.43M 0.51%
22,218
+17,593
35
$2.4M 0.5%
13,194
+971
36
$2.36M 0.49%
16,691
+612
37
$2.33M 0.49%
8,752
+10
38
$2.31M 0.48%
14,649
-149
39
$2.25M 0.47%
17,922
+1,443
40
$2.21M 0.46%
15,864
-119
41
$2.21M 0.46%
11,664
+845
42
$2.2M 0.46%
25,160
+240
43
$2.19M 0.46%
18,949
+1,070
44
$2.16M 0.45%
10,144
-3
45
$2.12M 0.44%
162,600
+16,440
46
$2.1M 0.44%
38,345
+16,165
47
$2.03M 0.42%
40,513
+4,777
48
$1.99M 0.42%
34,017
+294
49
$1.97M 0.41%
33,210
50
$1.96M 0.41%
12,844
+34
1
2
3 4 5