HWA

HCR Wealth Advisors Portfolio holdings

AUM $964M
1-Year Est. Return 24.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$966M
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$2.18M
3
+$1.94M
4
AAPL icon
Apple
AAPL
+$1.68M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.67M

Top Sells

1
+$1.36M
2
+$911K
3
+$494K
4
ORCL icon
Oracle
ORCL
+$455K
5
DE icon
Deere & Co
DE
+$292K

Sector Composition

1 Technology 27.36%
2 Financials 5.92%
3 Industrials 5.41%
4 Communication Services 5.37%
5 Consumer Discretionary 4.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.19M 0.33%
8,706
+193
52
$3.09M 0.32%
20,151
+38
53
$3.09M 0.32%
39,486
-525
54
$2.96M 0.31%
11,152
+580
55
$2.91M 0.3%
19,744
+2,490
56
$2.67M 0.28%
52,962
+19
57
$2.61M 0.27%
30,109
+722
58
$2.61M 0.27%
2,033
+155
59
$2.52M 0.26%
12,693
+373
60
$2.52M 0.26%
7,643
+715
61
$2.47M 0.26%
35,845
+337
62
$2.44M 0.25%
4,978
+1,000
63
$2.39M 0.25%
21,433
+704
64
$2.31M 0.24%
23,010
+660
65
$2.3M 0.24%
6,096
+867
66
$2.24M 0.23%
19,936
+142
67
$2.17M 0.22%
3,754
-16
68
$2.16M 0.22%
11,633
+1,341
69
$2.11M 0.22%
48,892
+72
70
$2.08M 0.22%
9,915
-2
71
$1.99M 0.21%
13,574
+1,682
72
$1.98M 0.2%
25,714
73
$1.88M 0.2%
31,147
+1,086
74
$1.84M 0.19%
+114,611
75
$1.83M 0.19%
9,229
1 2
3
4 5