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
$456M
AUM Growth
-$83.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.69M
3
+$1.56M
4
DE icon
Deere & Co
DE
+$1.3M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.06M

Top Sells

1
+$10M
2
+$8.36M
3
+$6.93M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$3.45M
5
VUG icon
Vanguard Growth ETF
VUG
+$2.43M

Sector Composition

1 Technology 27.05%
2 Financials 5.88%
3 Consumer Discretionary 5.15%
4 Communication Services 4.49%
5 Consumer Staples 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.01M 0.66%
5,942
-972
27
$2.93M 0.64%
161,272
-13,552
28
$2.9M 0.64%
138,362
-12,085
29
$2.9M 0.64%
17,183
-393
30
$2.8M 0.61%
19,290
-5,384
31
$2.62M 0.58%
15,296
-3,317
32
$2.47M 0.54%
23,364
+16,756
33
$2.43M 0.53%
6,778
-188
34
$2.39M 0.52%
40,581
-7,027
35
$2.38M 0.52%
9,530
+591
36
$2.21M 0.48%
18,787
-105
37
$2.11M 0.46%
16,019
-723
38
$2.09M 0.46%
36,512
-10,593
39
$2.07M 0.45%
6,854
+68
40
$2.03M 0.45%
19,738
-1,027
41
$1.96M 0.43%
17,800
-2,641
42
$1.95M 0.43%
4,565
-263
43
$1.85M 0.41%
10,023
-1,139
44
$1.84M 0.4%
10,584
-1,336
45
$1.83M 0.4%
12,257
-3,448
46
$1.82M 0.4%
14,897
-5,377
47
$1.82M 0.4%
43,311
-130
48
$1.82M 0.4%
9,071
-1,931
49
$1.69M 0.37%
31,746
-753
50
$1.69M 0.37%
+22,363
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