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
$576M
AUM Growth
+$70.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$17.7M
2
+$7.64M
3
+$4.84M
4
BA icon
Boeing
BA
+$2.99M
5
FCX icon
Freeport-McMoran
FCX
+$1.62M

Top Sells

1
+$1.85M
2
+$1.27M
3
+$932K
4
VUG icon
Vanguard Growth ETF
VUG
+$674K
5
MGNI icon
Magnite
MGNI
+$541K

Sector Composition

1 Technology 17.86%
2 Financials 7.19%
3 Consumer Discretionary 6.09%
4 Communication Services 5.89%
5 Healthcare 4.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.8M 0.66%
9,604
+191
27
$3.71M 0.64%
50,642
-884
28
$3.71M 0.64%
191,896
+5,262
29
$3.56M 0.62%
31,608
+1,020
30
$3.52M 0.61%
11,799
+443
31
$3.51M 0.61%
22,591
+1,540
32
$3.5M 0.61%
12,584
-10
33
$3.49M 0.61%
14,578
+12,479
34
$3.41M 0.59%
186,752
-720
35
$3.31M 0.57%
18,823
-2,115
36
$3.26M 0.57%
82,871
+2,623
37
$3.26M 0.57%
51,507
-1,165
38
$3.14M 0.55%
11,638
+404
39
$3.07M 0.53%
8,652
+3
40
$3.04M 0.53%
13,419
-1,482
41
$3M 0.52%
94,184
+3,859
42
$3M 0.52%
80,820
+43,618
43
$2.82M 0.49%
18,048
+843
44
$2.79M 0.48%
55,962
-1,250
45
$2.76M 0.48%
51,441
+353
46
$2.71M 0.47%
44,484
+1,964
47
$2.7M 0.47%
12,685
+409
48
$2.7M 0.47%
12,474
+478
49
$2.6M 0.45%
1,745
+69
50
$2.6M 0.45%
21,929
+1,066
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