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
$202M
AUM Growth
+$7.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$2.16M
3
+$1.22M
4
IYT icon
iShares US Transportation ETF
IYT
+$572K
5
SCI icon
Service Corp International
SCI
+$503K

Top Sells

1
+$2.74M
2
+$2.24M
3
+$1.51M
4
AAPL icon
Apple
AAPL
+$1.14M
5
ALL icon
Allstate
ALL
+$1.02M

Sector Composition

1 Technology 17.63%
2 Communication Services 8.9%
3 Financials 8.16%
4 Consumer Staples 7.91%
5 Consumer Discretionary 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.01M 0.5%
37,833
-700
52
$1M 0.49%
8,526
-24
53
$961K 0.47%
21,845
+3,166
54
$933K 0.46%
7,305
+730
55
$913K 0.45%
44,206
-1,850
56
$897K 0.44%
3,708
-234
57
$866K 0.43%
16,097
-1,395
58
$825K 0.41%
17,765
-132
59
$798K 0.39%
18,116
+1,376
60
$794K 0.39%
35,610
61
$793K 0.39%
13,441
+361
62
$775K 0.38%
5,985
-51
63
$772K 0.38%
4,576
+223
64
$768K 0.38%
17,704
65
$748K 0.37%
7,233
+1,830
66
$736K 0.36%
12,042
-73
67
$722K 0.36%
29,088
-1,475
68
$705K 0.35%
24,756
-122
69
$702K 0.35%
7,613
+50
70
$692K 0.34%
10,415
71
$691K 0.34%
52,895
-4,087
72
$676K 0.33%
13,031
73
$675K 0.33%
27,376
+8,139
74
$663K 0.33%
8,050
75
$617K 0.3%
20,775
-250
1 2
3
4 5