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
$202M
AUM Growth
+$7.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$2.16M
3
+$1.22M
4
IYT icon
iShares US Transportation ETF
IYT
+$572K
5
SCI icon
Service Corp International
SCI
+$503K

Top Sells

1
+$2.74M
2
+$2.24M
3
+$1.51M
4
AAPL icon
Apple
AAPL
+$1.14M
5
ALL icon
Allstate
ALL
+$1.02M

Sector Composition

1 Technology 17.63%
2 Communication Services 8.9%
3 Financials 8.16%
4 Consumer Staples 7.91%
5 Consumer Discretionary 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$607K 0.3%
14,970
77
$580K 0.29%
7,559
+704
78
$579K 0.29%
18,178
-436
79
$572K 0.28%
+13,300
80
$558K 0.28%
15,976
+4,204
81
$546K 0.27%
15,253
-519
82
$533K 0.26%
3,426
+130
83
$532K 0.26%
17,000
84
$503K 0.25%
33,085
-2,050
85
$494K 0.24%
94,512
86
$477K 0.24%
2,463
+91
87
$440K 0.22%
13,641
-1,350
88
$433K 0.21%
3,395
+137
89
$422K 0.21%
17,505
+255
90
$411K 0.2%
2,749
91
$403K 0.2%
3,487
-35
92
$391K 0.19%
6,364
93
$372K 0.18%
5,729
-442
94
$366K 0.18%
6,488
+24
95
$365K 0.18%
10,822
-108
96
$339K 0.17%
304,850
-98
97
$335K 0.17%
2,069
-214
98
$333K 0.16%
+5,044
99
$329K 0.16%
3,291
-120
100
$326K 0.16%
11,470
2 3
4
5 6