HWA

HCR Wealth Advisors Portfolio holdings

AUM $964M
1-Year Est. Return 24.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$966M
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$2.18M
3
+$1.94M
4
AAPL icon
Apple
AAPL
+$1.68M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.67M

Top Sells

1
+$1.36M
2
+$911K
3
+$494K
4
ORCL icon
Oracle
ORCL
+$455K
5
DE icon
Deere & Co
DE
+$292K

Sector Composition

1 Technology 27.36%
2 Financials 5.92%
3 Industrials 5.41%
4 Communication Services 5.37%
5 Consumer Discretionary 4.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.3M 0.65%
14,453
-309
27
$6.14M 0.64%
24,930
+1,134
28
$5.86M 0.61%
107,249
-1,542
29
$5.67M 0.59%
25,343
+631
30
$5.48M 0.57%
11,054
31
$5.33M 0.55%
165,517
+886
32
$5.26M 0.54%
32,551
+1,593
33
$4.84M 0.5%
7,859
+296
34
$4.7M 0.49%
30,250
+570
35
$4.5M 0.47%
54,312
+613
36
$4.48M 0.46%
102,026
-2,178
37
$4.18M 0.43%
7,970
+735
38
$4.18M 0.43%
19,207
-24
39
$3.94M 0.41%
13,317
+1,036
40
$3.85M 0.4%
33,100
-1,540
41
$3.83M 0.4%
23,813
+1,594
42
$3.77M 0.39%
22,536
+16
43
$3.54M 0.37%
37,931
+1,425
44
$3.53M 0.37%
34,735
+80
45
$3.52M 0.36%
25,983
+738
46
$3.43M 0.36%
18,850
+2,570
47
$3.42M 0.35%
8,117
+566
48
$3.37M 0.35%
161,273
+9,860
49
$3.33M 0.34%
14,068
-243
50
$3.32M 0.34%
8,396
-257
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