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
$633M
AUM Growth
+$177M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$13.8M
3
+$13.4M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$10.5M
5
AAPL icon
Apple
AAPL
+$8.53M

Top Sells

1
+$1.69M
2
+$1.48M
3
+$1.44M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.11M
5
PSA icon
Public Storage
PSA
+$936K

Sector Composition

1 Technology 24.62%
2 Financials 6.16%
3 Industrials 5.9%
4 Consumer Discretionary 4.72%
5 Communication Services 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.03M 0.64%
9,829
+3,051
27
$3.91M 0.62%
15,735
+6,205
28
$3.75M 0.59%
24,952
+2,579
29
$3.61M 0.57%
27,351
+1,478
30
$3.55M 0.56%
6,693
+751
31
$3.38M 0.53%
163,052
+1,780
32
$3.24M 0.51%
152,995
+14,633
33
$3.19M 0.5%
22,655
+6,636
34
$3.15M 0.5%
21,121
+3,938
35
$3.09M 0.49%
48,784
+8,203
36
$2.98M 0.47%
15,576
+280
37
$2.96M 0.47%
6,234
+1,669
38
$2.9M 0.46%
22,589
+4,789
39
$2.82M 0.45%
26,719
+3,355
40
$2.67M 0.42%
13,551
+2,967
41
$2.65M 0.42%
7,645
+791
42
$2.61M 0.41%
58,423
+15,112
43
$2.49M 0.39%
11,815
+2,833
44
$2.43M 0.38%
11,602
+1,579
45
$2.39M 0.38%
3,378
+579
46
$2.38M 0.38%
25,533
+5,338
47
$2.38M 0.38%
39,168
+2,656
48
$2.26M 0.36%
14,613
+2,356
49
$2.24M 0.35%
52,725
+15,133
50
$2.18M 0.34%
19,981
+243
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