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
$599M
AUM Growth
+$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$4.14M
2
+$2.58M
3
+$2.25M
4
AAPL icon
Apple
AAPL
+$1.23M
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$1.11M

Top Sells

1
+$2.4M
2
+$1.4M
3
+$849K
4
XLB icon
Materials Select Sector SPDR Fund
XLB
+$502K
5
REMX icon
VanEck Rare Earth/Strategic Metals ETF
REMX
+$372K

Sector Composition

1 Technology 18.49%
2 Financials 6.91%
3 Consumer Discretionary 6.12%
4 Communication Services 5.75%
5 Healthcare 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.82M 0.47%
86,635
+5,815
52
$2.73M 0.46%
23,770
+1,841
53
$2.67M 0.45%
17,593
54
$2.67M 0.45%
27,420
+631
55
$2.61M 0.44%
11,922
+123
56
$2.56M 0.43%
23,168
+8,445
57
$2.55M 0.42%
13,166
+481
58
$2.47M 0.41%
18,560
-360
59
$2.43M 0.4%
34,570
+3,631
60
$2.38M 0.4%
12,287
+677
61
$2.35M 0.39%
55,337
62
$2.25M 0.38%
37,351
-14,090
63
$2.25M 0.38%
+62,171
64
$2.25M 0.38%
3,943
+65
65
$2.21M 0.37%
6,716
-6
66
$2.12M 0.35%
13,140
+65
67
$2.05M 0.34%
4,775
-119
68
$1.99M 0.33%
96,190
+44,110
69
$1.94M 0.32%
9,224
+678
70
$1.92M 0.32%
25,961
-3,792
71
$1.88M 0.31%
18,494
+149
72
$1.85M 0.31%
29,965
73
$1.85M 0.31%
55,405
+453
74
$1.83M 0.3%
6,148
-28
75
$1.82M 0.3%
24,185
-234
1 2
3
4 5