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
$426M
AUM Growth
+$76.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$33.6M
2
+$7.92M
3
+$2.98M
4
AAPL icon
Apple
AAPL
+$2.13M
5
LHX icon
L3Harris
LHX
+$1.73M

Top Sells

1
+$14.3M
2
+$11.6M
3
+$2.97M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.71M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.76M

Sector Composition

1 Technology 25.69%
2 Communication Services 5.73%
3 Consumer Discretionary 5.64%
4 Financials 4.86%
5 Consumer Staples 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$871K 0.2%
15,880
77
$860K 0.2%
36,236
+10,140
78
$820K 0.19%
10,240
+2
79
$811K 0.19%
16,011
-7
80
$799K 0.19%
57,167
+2,200
81
$786K 0.18%
7,055
-33
82
$772K 0.18%
6,124
+191
83
$763K 0.18%
13,747
+138
84
$736K 0.17%
2,910
-202
85
$725K 0.17%
22,480
-600
86
$663K 0.16%
12,050
87
$609K 0.14%
19,750
88
$586K 0.14%
5,175
-3
89
$555K 0.13%
7,952
90
$552K 0.13%
16,296
91
$544K 0.13%
1,689
92
$527K 0.12%
39,850
-71,423
93
$506K 0.12%
14,048
+212
94
$503K 0.12%
2,622
+65
95
$491K 0.12%
2,773
-275
96
$490K 0.12%
17,186
-5,435
97
$485K 0.11%
5,410
+92
98
$482K 0.11%
47,257
+2,816
99
$475K 0.11%
3,020
+70
100
$473K 0.11%
5,678
+1,728
2 3
4
5 6