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
$471M
AUM Growth
-$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$3.57M
2
+$3.25M
3
+$2.13M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$856K
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$406K

Top Sells

1
+$4.45M
2
+$1.63M
3
+$1.57M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$921K
5
AN icon
AutoNation
AN
+$826K

Sector Composition

1 Technology 22.29%
2 Financials 5.65%
3 Consumer Discretionary 5.56%
4 Healthcare 3.91%
5 Communication Services 3.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.97M 0.42%
11,098
-379
52
$1.94M 0.41%
93,683
53
$1.91M 0.41%
11,446
-956
54
$1.91M 0.41%
19,315
+1,135
55
$1.84M 0.39%
6,657
-117
56
$1.76M 0.37%
19,593
57
$1.76M 0.37%
4,901
-45
58
$1.75M 0.37%
11,771
-146
59
$1.74M 0.37%
18,076
+216
60
$1.71M 0.36%
42,700
-6,785
61
$1.66M 0.35%
45,273
-5,892
62
$1.64M 0.35%
5,609
-180
63
$1.63M 0.35%
53,821
+1,900
64
$1.62M 0.34%
17,203
-513
65
$1.62M 0.34%
18,507
-1,423
66
$1.55M 0.33%
56,760
-9,587
67
$1.42M 0.3%
19,744
-2,504
68
$1.41M 0.3%
32,616
-72
69
$1.37M 0.29%
3,789
-46
70
$1.33M 0.28%
10,378
-60
71
$1.33M 0.28%
17,028
-21
72
$1.28M 0.27%
8,567
-791
73
$1.25M 0.27%
9,960
74
$1.23M 0.26%
5,333
-154
75
$1.22M 0.26%
22,494
-180
1 2
3
4 5