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
$576M
AUM Growth
+$70.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$17.7M
2
+$7.64M
3
+$4.84M
4
BA icon
Boeing
BA
+$2.99M
5
FCX icon
Freeport-McMoran
FCX
+$1.62M

Top Sells

1
+$1.85M
2
+$1.27M
3
+$932K
4
VUG icon
Vanguard Growth ETF
VUG
+$674K
5
MGNI icon
Magnite
MGNI
+$541K

Sector Composition

1 Technology 17.86%
2 Financials 7.19%
3 Consumer Discretionary 6.09%
4 Communication Services 5.89%
5 Healthcare 4.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.6M 0.45%
17,593
-3,000
52
$2.46M 0.43%
26,789
+2,928
53
$2.37M 0.41%
18,920
-60
54
$2.28M 0.4%
55,337
+12
55
$2.25M 0.39%
41,892
+2,190
56
$2.19M 0.38%
30,939
+5,534
57
$2.18M 0.38%
65,790
+4,232
58
$2.16M 0.38%
11,610
+731
59
$2.15M 0.37%
13,075
+97
60
$2.14M 0.37%
6,722
+71
61
$2.13M 0.37%
9,723
+109
62
$2.1M 0.36%
4,894
+47
63
$2.06M 0.36%
33,306
+78
64
$2.03M 0.35%
29,753
-2,326
65
$2M 0.35%
54,952
+525
66
$2M 0.35%
8,546
+567
67
$1.98M 0.34%
3,878
+175
68
$1.93M 0.34%
10,717
-212
69
$1.92M 0.33%
18,345
+87
70
$1.9M 0.33%
24,419
-2,988
71
$1.85M 0.32%
6,176
-259
72
$1.8M 0.31%
11,637
-52
73
$1.71M 0.3%
29,965
74
$1.7M 0.29%
30,815
+968
75
$1.67M 0.29%
35,502
-309
1 2
3
4 5