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
$478M
AUM Growth
+$40.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$2.35M
3
+$1.92M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.8M
5
MC icon
Moelis & Co
MC
+$1.38M

Top Sells

1
+$13.7M
2
+$13.2M
3
+$3.32M
4
ABBV icon
AbbVie
ABBV
+$2.66M
5
NEE icon
NextEra Energy
NEE
+$1.14M

Sector Composition

1 Technology 24.88%
2 Consumer Discretionary 7.7%
3 Communication Services 7.32%
4 Financials 7.24%
5 Consumer Staples 4.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.92M 0.4%
27,942
+2,511
52
$1.89M 0.4%
1,594
+115
53
$1.79M 0.38%
8,182
+488
54
$1.78M 0.37%
8,283
+82
55
$1.77M 0.37%
8,195
+60
56
$1.77M 0.37%
20,980
+1,395
57
$1.76M 0.37%
28,507
+12,010
58
$1.76M 0.37%
36,588
+1,629
59
$1.74M 0.36%
15,380
+7,205
60
$1.73M 0.36%
21,788
+255
61
$1.7M 0.36%
10,270
+976
62
$1.58M 0.33%
6,796
+436
63
$1.55M 0.32%
38,701
+8,974
64
$1.53M 0.32%
24,438
+1,378
65
$1.48M 0.31%
9,382
-87,242
66
$1.47M 0.31%
23,919
+196
67
$1.45M 0.3%
28,078
+25,590
68
$1.41M 0.29%
16,429
-25
69
$1.39M 0.29%
25,740
+220
70
$1.39M 0.29%
19,750
71
$1.38M 0.29%
+29,505
72
$1.37M 0.29%
5,941
+105
73
$1.31M 0.27%
9,500
+2,108
74
$1.31M 0.27%
3,657
+356
75
$1.3M 0.27%
15,252
-1,112
1 2
3
4 5