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
$238M
AUM Growth
+$35.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$8.03M
2
+$2.8M
3
+$2.79M
4
BAC icon
Bank of America
BAC
+$1.82M
5
AMZN icon
Amazon
AMZN
+$1.6M

Top Sells

1
+$22.6M
2
+$3.03M
3
+$1.05M
4
AAPL icon
Apple
AAPL
+$577K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$542K

Sector Composition

1 Technology 14.78%
2 Financials 10.46%
3 Communication Services 8.47%
4 Consumer Staples 6.1%
5 Consumer Discretionary 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.15M 0.48%
+12,510
52
$1.13M 0.47%
+6,042
53
$1.12M 0.47%
13,000
-905
54
$1.12M 0.47%
7,127
-99
55
$1.09M 0.46%
15,090
+4,675
56
$1.08M 0.46%
21,650
-195
57
$1M 0.42%
37,833
58
$991K 0.42%
19,701
+1,585
59
$962K 0.4%
18,564
-248
60
$958K 0.4%
17,874
+13,449
61
$956K 0.4%
+19,410
62
$955K 0.4%
22,000
63
$953K 0.4%
44,856
+650
64
$947K 0.4%
8,529
+3
65
$912K 0.38%
3,631
-77
66
$907K 0.38%
15,972
-125
67
$900K 0.38%
4,830
+254
68
$891K 0.38%
8,013
+780
69
$889K 0.37%
30,048
+5,292
70
$860K 0.36%
+24,805
71
$855K 0.36%
35,610
72
$817K 0.34%
31,443
-17,370
73
$815K 0.34%
21,887
+6,634
74
$809K 0.34%
31,298
+3,922
75
$807K 0.34%
4,673
+1,247
1 2
3
4 5