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
$645M
AUM Growth
+$45.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$5.6M
2
+$2.74M
3
+$2.62M
4
PANW icon
Palo Alto Networks
PANW
+$1.67M
5
PYPL icon
PayPal
PYPL
+$1.45M

Top Sells

1
+$6.66M
2
+$6.41M
3
+$3.57M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$2.14M
5
COR
Coresite Realty Corporation
COR
+$1.54M

Sector Composition

1 Technology 21.88%
2 Financials 6.49%
3 Consumer Discretionary 6.19%
4 Communication Services 5.3%
5 Healthcare 4.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.61M 0.71%
49,385
-1,025
27
$4.41M 0.68%
12,504
-417
28
$4.14M 0.64%
30,568
-1,115
29
$3.92M 0.61%
99,887
-1,485
30
$3.81M 0.59%
186,080
+104
31
$3.79M 0.59%
23,963
-156
32
$3.76M 0.58%
12,571
-50
33
$3.74M 0.58%
1,782
-21
34
$3.73M 0.58%
16,093
-331
35
$3.68M 0.57%
51,398
-105
36
$3.65M 0.57%
92,609
+4,057
37
$3.6M 0.56%
86,264
-371
38
$3.55M 0.55%
20,760
-3,195
39
$3.45M 0.53%
11,792
-360
40
$3.44M 0.53%
8,652
41
$3.43M 0.53%
33,245
-732
42
$3.24M 0.5%
44,921
-955
43
$3.16M 0.49%
23,091
-679
44
$3.08M 0.48%
57,937
+3,440
45
$3.07M 0.48%
11,855
-67
46
$3.04M 0.47%
55,962
47
$3M 0.47%
14,389
-301
48
$2.92M 0.45%
12,788
-378
49
$2.89M 0.45%
11,855
-432
50
$2.87M 0.45%
18,557
-155
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2
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