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
$700M
AUM Growth
+$40.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$1.34M
3
+$880K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$657K
5
VUG icon
Vanguard Growth ETF
VUG
+$548K

Top Sells

1
+$2.45M
2
+$2.29M
3
+$1.01M
4
SH icon
ProShares Short S&P500
SH
+$666K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$345K

Sector Composition

1 Technology 27.17%
2 Financials 5.72%
3 Industrials 5.38%
4 Communication Services 5.1%
5 Consumer Discretionary 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.29M 0.33%
2,913
-218
52
$2.24M 0.32%
44,160
+9,000
53
$2.22M 0.32%
8,634
-30
54
$2.16M 0.31%
21,464
+250
55
$2.13M 0.3%
53,625
-176
56
$2.11M 0.3%
50,048
-665
57
$2.01M 0.29%
2,985
-60
58
$1.99M 0.28%
10,119
+138
59
$1.87M 0.27%
6,244
+109
60
$1.85M 0.26%
13,453
+83
61
$1.81M 0.26%
42,132
-4,716
62
$1.8M 0.26%
3,246
+32
63
$1.78M 0.25%
17,961
-1,720
64
$1.69M 0.24%
3,833
-9
65
$1.67M 0.24%
11,439
+520
66
$1.67M 0.24%
12,079
+9,749
67
$1.6M 0.23%
9,681
+1,098
68
$1.58M 0.23%
9,919
69
$1.52M 0.22%
16,245
70
$1.5M 0.21%
31,140
+614
71
$1.49M 0.21%
4,761
+152
72
$1.47M 0.21%
30,588
+5,087
73
$1.45M 0.21%
9,650
74
$1.45M 0.21%
28,488
+6,470
75
$1.42M 0.2%
12,290
+210
1 2
3
4 5