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
$645M
AUM Growth
+$45.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$5.6M
2
+$2.74M
3
+$2.62M
4
PANW icon
Palo Alto Networks
PANW
+$1.67M
5
PYPL icon
PayPal
PYPL
+$1.45M

Top Sells

1
+$6.66M
2
+$6.41M
3
+$3.57M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$2.14M
5
COR
Coresite Realty Corporation
COR
+$1.54M

Sector Composition

1 Technology 21.88%
2 Financials 6.49%
3 Consumer Discretionary 6.19%
4 Communication Services 5.3%
5 Healthcare 4.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.82M 0.44%
14,025
-494
52
$2.79M 0.43%
6,718
+2
53
$2.72M 0.42%
12,752
-336
54
$2.67M 0.41%
24,423
+1,255
55
$2.66M 0.41%
17,593
56
$2.65M 0.41%
21,518
+1,227
57
$2.63M 0.41%
66,451
-1,823
58
$2.6M 0.4%
36,622
-729
59
$2.6M 0.4%
17,960
-600
60
$2.6M 0.4%
26,459
-961
61
$2.53M 0.39%
3,789
-154
62
$2.43M 0.38%
54,712
-625
63
$2.33M 0.36%
4,905
+130
64
$2.31M 0.36%
9,219
-5
65
$2.23M 0.35%
5,952
-196
66
$2.23M 0.35%
13,032
-108
67
$2.21M 0.34%
18,803
+309
68
$2.14M 0.33%
62,077
-94
69
$2.13M 0.33%
152,258
-37,967
70
$2.01M 0.31%
10,672
+7,672
71
$1.99M 0.31%
19,214
-769
72
$1.89M 0.29%
31,211
-3,359
73
$1.88M 0.29%
11,305
-758
74
$1.87M 0.29%
29,965
75
$1.84M 0.29%
23,997
-188
1 2
3
4 5