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
$456M
AUM Growth
-$83.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.69M
3
+$1.56M
4
DE icon
Deere & Co
DE
+$1.3M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.06M

Top Sells

1
+$10M
2
+$8.36M
3
+$6.93M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$3.45M
5
VUG icon
Vanguard Growth ETF
VUG
+$2.43M

Sector Composition

1 Technology 27.05%
2 Financials 5.88%
3 Consumer Discretionary 5.15%
4 Communication Services 4.49%
5 Consumer Staples 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.69M 0.37%
17,770
-9,047
52
$1.65M 0.36%
20,195
-4,164
53
$1.62M 0.36%
39,602
-1,690
54
$1.61M 0.35%
16,080
+465
55
$1.56M 0.34%
+2,799
56
$1.56M 0.34%
8,982
-2,980
57
$1.54M 0.34%
6,139
-2,344
58
$1.48M 0.32%
25,905
-6,486
59
$1.44M 0.32%
5,447
-1,495
60
$1.44M 0.32%
47,777
-21,238
61
$1.44M 0.32%
40,444
-8,231
62
$1.42M 0.31%
9,085
-2,373
63
$1.4M 0.31%
51,232
-3,094
64
$1.4M 0.31%
37,592
-13,973
65
$1.38M 0.3%
32,733
-3,045
66
$1.36M 0.3%
12,319
-1,919
67
$1.3M 0.29%
+3,444
68
$1.26M 0.28%
4,771
-333
69
$1.25M 0.28%
9,571
-3,268
70
$1.25M 0.27%
15,401
-1,066
71
$1.19M 0.26%
4,440
-7
72
$1.12M 0.24%
20,348
-3,026
73
$1.11M 0.24%
9,960
74
$1.07M 0.24%
7,349
-692
75
$1.06M 0.23%
+11,495
1 2
3
4 5