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
$768M
AUM Growth
-$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$2.65M
3
+$2.56M
4
VUG icon
Vanguard Growth ETF
VUG
+$2.49M
5
NVDA icon
NVIDIA
NVDA
+$2.36M

Top Sells

1
+$3.3M
2
+$1.22M
3
+$709K
4
AAPL icon
Apple
AAPL
+$467K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$448K

Sector Composition

1 Technology 25.26%
2 Financials 6.57%
3 Industrials 5.23%
4 Communication Services 4.65%
5 Consumer Discretionary 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.44M 0.58%
53,727
-4,512
27
$4.15M 0.54%
165,820
+989
28
$4.02M 0.52%
50,948
+452
29
$4.02M 0.52%
23,278
-249
30
$3.99M 0.52%
24,618
-224
31
$3.94M 0.51%
7,669
+410
32
$3.9M 0.51%
15,057
+798
33
$3.74M 0.49%
25,328
-1,604
34
$3.73M 0.49%
35,562
-206
35
$3.7M 0.48%
26,465
+1,385
36
$3.68M 0.48%
7,401
-98
37
$3.61M 0.47%
23,110
+446
38
$3.46M 0.45%
29,636
+852
39
$3.37M 0.44%
20,119
+19
40
$3.29M 0.43%
19,316
+49
41
$3.27M 0.43%
8,909
-210
42
$3.18M 0.41%
3,414
+319
43
$3.08M 0.4%
148,551
-1,806
44
$3.04M 0.4%
34,667
-130
45
$3.01M 0.39%
8,077
+451
46
$2.99M 0.39%
14,291
+56
47
$2.99M 0.39%
30,476
-857
48
$2.86M 0.37%
40,354
-62
49
$2.69M 0.35%
10,152
-111
50
$2.6M 0.34%
3,264
+100
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