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
$633M
AUM Growth
+$177M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$13.8M
3
+$13.4M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$10.5M
5
AAPL icon
Apple
AAPL
+$8.53M

Top Sells

1
+$1.69M
2
+$1.48M
3
+$1.44M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.11M
5
PSA icon
Public Storage
PSA
+$936K

Sector Composition

1 Technology 24.62%
2 Financials 6.16%
3 Industrials 5.9%
4 Consumer Discretionary 4.72%
5 Communication Services 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.15M 0.34%
21,549
+5,469
52
$2.15M 0.34%
50,823
+11,221
53
$2.13M 0.34%
8,821
+2,682
54
$2.13M 0.34%
23,606
+8,205
55
$2.08M 0.33%
9,877
+806
56
$2.07M 0.33%
20,690
+1,903
57
$1.91M 0.3%
14,094
-803
58
$1.88M 0.3%
13,187
+868
59
$1.84M 0.29%
34,965
+3,219
60
$1.83M 0.29%
11,679
+2,594
61
$1.81M 0.29%
35,790
+21,885
62
$1.73M 0.27%
5,834
+1,063
63
$1.72M 0.27%
50,945
-287
64
$1.67M 0.26%
3,908
+1,737
65
$1.62M 0.26%
6,408
+961
66
$1.6M 0.25%
22,108
-255
67
$1.55M 0.24%
3,871
+427
68
$1.51M 0.24%
3,099
+1,387
69
$1.5M 0.24%
15,545
+7,470
70
$1.46M 0.23%
15,930
+4,435
71
$1.44M 0.23%
24,816
+4,468
72
$1.41M 0.22%
9,631
+2,282
73
$1.39M 0.22%
9,919
-41
74
$1.36M 0.21%
+28,311
75
$1.35M 0.21%
9,468
-103
1 2
3
4 5