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
$768M
AUM Growth
-$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$2.65M
3
+$2.56M
4
VUG icon
Vanguard Growth ETF
VUG
+$2.49M
5
NVDA icon
NVIDIA
NVDA
+$2.36M

Top Sells

1
+$3.3M
2
+$1.22M
3
+$709K
4
AAPL icon
Apple
AAPL
+$467K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$448K

Sector Composition

1 Technology 25.26%
2 Financials 6.57%
3 Industrials 5.23%
4 Communication Services 4.65%
5 Consumer Discretionary 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.59M 0.34%
1,869
-45
52
$2.54M 0.33%
12,122
-210
53
$2.47M 0.32%
20,755
-46
54
$2.35M 0.31%
11,100
-269
55
$2.32M 0.3%
23,070
+2,361
56
$2.29M 0.3%
23,985
+19,057
57
$2.21M 0.29%
53,016
+14
58
$2.17M 0.28%
51,008
59
$2.11M 0.27%
3,844
-45
60
$2.1M 0.27%
12,518
+196
61
$2.07M 0.27%
12,550
-1,386
62
$2.05M 0.27%
9,917
-2
63
$1.95M 0.25%
19,729
+35
64
$1.85M 0.24%
6,722
+328
65
$1.79M 0.23%
611,750
+83,750
66
$1.78M 0.23%
10,727
-953
67
$1.78M 0.23%
24,601
+22,184
68
$1.74M 0.23%
34,435
-5,175
69
$1.73M 0.22%
6,791
+683
70
$1.7M 0.22%
9,993
-12
71
$1.7M 0.22%
32,640
+1,009
72
$1.68M 0.22%
5,387
73
$1.64M 0.21%
25,714
74
$1.6M 0.21%
17,523
+2,176
75
$1.55M 0.2%
35,364
+1,763
1 2
3
4 5