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
$764M
AUM Growth
+$64.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$4.39M
3
+$2.75M
4
CSM icon
ProShares Large Cap Core Plus
CSM
+$1.35M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$951K

Top Sells

1
+$6.14M
2
+$1.01M
3
+$915K
4
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$671K
5
IBB icon
iShares Biotechnology ETF
IBB
+$400K

Sector Composition

1 Technology 26.88%
2 Financials 5.78%
3 Industrials 5.09%
4 Communication Services 4.68%
5 Consumer Discretionary 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.41M 0.58%
24,657
-227
27
$4.39M 0.57%
+82,014
28
$4.27M 0.56%
164,108
-300
29
$4.22M 0.55%
24,750
+57
30
$4.05M 0.53%
50,149
+1,255
31
$3.98M 0.52%
16,395
+897
32
$3.95M 0.52%
27,017
+137
33
$3.78M 0.49%
35,882
+280
34
$3.76M 0.49%
14,352
-1,064
35
$3.71M 0.49%
22,215
-518
36
$3.67M 0.48%
22,829
+525
37
$3.66M 0.48%
9,026
+536
38
$3.44M 0.45%
40,743
+106
39
$3.16M 0.41%
21,464
-222
40
$3.11M 0.41%
148,060
-4,379
41
$3.07M 0.4%
31,485
-1,281
42
$3.02M 0.4%
15,470
+2,042
43
$2.96M 0.39%
19,489
+29
44
$2.95M 0.39%
12,391
+387
45
$2.82M 0.37%
34,957
+397
46
$2.8M 0.37%
14,201
47
$2.77M 0.36%
3,096
+183
48
$2.69M 0.35%
25,806
+710
49
$2.68M 0.35%
7,412
+132
50
$2.47M 0.32%
21,041
+489
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2
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