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
$238M
AUM Growth
+$35.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$8.03M
2
+$2.8M
3
+$2.79M
4
BAC icon
Bank of America
BAC
+$1.82M
5
AMZN icon
Amazon
AMZN
+$1.6M

Top Sells

1
+$22.6M
2
+$3.03M
3
+$1.05M
4
AAPL icon
Apple
AAPL
+$577K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$542K

Sector Composition

1 Technology 14.78%
2 Financials 10.46%
3 Communication Services 8.47%
4 Consumer Staples 6.1%
5 Consumer Discretionary 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$793K 0.33%
21,148
+5,172
77
$772K 0.32%
6,666
+681
78
$751K 0.32%
28,688
-400
79
$744K 0.31%
14,343
+902
80
$741K 0.31%
12,130
+88
81
$713K 0.3%
7,614
+1
82
$713K 0.3%
17,704
83
$695K 0.29%
16,329
-1,436
84
$695K 0.29%
52,804
-91
85
$679K 0.29%
8,050
86
$672K 0.28%
3,367
+904
87
$631K 0.27%
13,031
88
$616K 0.26%
18,184
+6
89
$603K 0.25%
20,400
-375
90
$589K 0.25%
13,200
-100
91
$578K 0.24%
14,370
-600
92
$570K 0.24%
3,143
+394
93
$554K 0.23%
17,000
94
$551K 0.23%
7,702
+143
95
$549K 0.23%
122,760
+34,680
96
$542K 0.23%
3,977
+582
97
$518K 0.22%
+8,963
98
$512K 0.22%
7,452
+2,408
99
$499K 0.21%
32,285
-800
100
$482K 0.2%
21,195
+3,690
2 3
4
5 6