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
$700M
AUM Growth
+$40.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$1.34M
3
+$880K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$657K
5
VUG icon
Vanguard Growth ETF
VUG
+$548K

Top Sells

1
+$2.45M
2
+$2.29M
3
+$1.01M
4
SH icon
ProShares Short S&P500
SH
+$666K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$345K

Sector Composition

1 Technology 27.17%
2 Financials 5.72%
3 Industrials 5.38%
4 Communication Services 5.1%
5 Consumer Discretionary 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.07M 0.58%
7,482
+1,208
27
$4.07M 0.58%
35,602
+764
28
$3.97M 0.57%
24,884
+229
29
$3.76M 0.54%
6,798
+41
30
$3.54M 0.51%
19,460
-610
31
$3.49M 0.5%
24,693
-874
32
$3.47M 0.5%
26,880
-230
33
$3.39M 0.48%
21,686
+165
34
$3.33M 0.48%
15,498
-63
35
$3.33M 0.48%
48,894
+482
36
$3.21M 0.46%
152,439
+7
37
$3.05M 0.44%
22,304
-153
38
$3.05M 0.44%
15,416
+580
39
$2.92M 0.42%
8,490
+175
40
$2.88M 0.41%
40,637
+1,754
41
$2.7M 0.39%
12,004
+30
42
$2.6M 0.37%
21,011
+64
43
$2.55M 0.36%
32,766
-539
44
$2.48M 0.35%
7,280
+5,460
45
$2.44M 0.35%
25,096
-274
46
$2.44M 0.35%
14,201
-87
47
$2.43M 0.35%
11,383
+171
48
$2.37M 0.34%
20,552
-149
49
$2.34M 0.33%
34,560
-439
50
$2.33M 0.33%
13,428
-293
1
2
3 4 5