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
$599M
AUM Growth
+$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$4.14M
2
+$2.58M
3
+$2.25M
4
AAPL icon
Apple
AAPL
+$1.23M
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$1.11M

Top Sells

1
+$2.4M
2
+$1.4M
3
+$849K
4
XLB icon
Materials Select Sector SPDR Fund
XLB
+$502K
5
REMX icon
VanEck Rare Earth/Strategic Metals ETF
REMX
+$372K

Sector Composition

1 Technology 18.49%
2 Financials 6.91%
3 Consumer Discretionary 6.12%
4 Communication Services 5.75%
5 Healthcare 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.93M 0.66%
23,955
-2,100
27
$3.76M 0.63%
16,424
+216
28
$3.62M 0.6%
101,372
+7,188
29
$3.62M 0.6%
45,306
+12,000
30
$3.57M 0.6%
128,321
-3,484
31
$3.44M 0.57%
12,621
+37
32
$3.44M 0.57%
185,976
-776
33
$3.44M 0.57%
88,552
+5,681
34
$3.42M 0.57%
31,683
+75
35
$3.34M 0.56%
12,921
-498
36
$3.29M 0.55%
51,503
-4
37
$3.23M 0.54%
12,152
+514
38
$3.19M 0.53%
14,519
-59
39
$3.17M 0.53%
18,712
-111
40
$3.14M 0.52%
68,274
+2,484
41
$3.12M 0.52%
14,690
+4,967
42
$3.11M 0.52%
45,876
+1,392
43
$3.1M 0.52%
8,652
44
$3.06M 0.51%
1,803
+58
45
$3.05M 0.51%
190,225
-1,671
46
$2.94M 0.49%
55,962
47
$2.92M 0.49%
54,497
+12,605
48
$2.88M 0.48%
33,977
+30,355
49
$2.88M 0.48%
13,088
+614
50
$2.88M 0.48%
20,291
+2,243
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