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
$426M
AUM Growth
+$76.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$33.6M
2
+$7.92M
3
+$2.98M
4
AAPL icon
Apple
AAPL
+$2.13M
5
LHX icon
L3Harris
LHX
+$1.73M

Top Sells

1
+$14.3M
2
+$11.6M
3
+$2.97M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.71M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.76M

Sector Composition

1 Technology 25.69%
2 Communication Services 5.73%
3 Consumer Discretionary 5.64%
4 Financials 4.86%
5 Consumer Staples 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.44M 0.34%
24,323
-260
52
$1.43M 0.34%
150,520
+1,560
53
$1.37M 0.32%
34,308
+198
54
$1.35M 0.32%
31,006
-1,884
55
$1.35M 0.32%
16,768
-2,170
56
$1.32M 0.31%
27,140
-14,300
57
$1.31M 0.31%
6,049
-154
58
$1.27M 0.3%
6,884
-411
59
$1.27M 0.3%
33,210
-2,850
60
$1.27M 0.3%
20,426
+728
61
$1.25M 0.29%
30,455
+420
62
$1.21M 0.28%
8,834
-258
63
$1.19M 0.28%
52,514
+31
64
$1.15M 0.27%
12,840
+90
65
$1.15M 0.27%
14,714
+252
66
$1.14M 0.27%
5,707
+269
67
$1.13M 0.27%
15,195
-675
68
$1.13M 0.26%
23,665
-1,023
69
$1.11M 0.26%
20,273
+219
70
$979K 0.23%
3,803
-62
71
$966K 0.23%
14,280
-360
72
$951K 0.22%
9,960
-242
73
$928K 0.22%
3,086
+225
74
$898K 0.21%
22,881
-823
75
$892K 0.21%
6,620
+149
1 2
3
4 5