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
$478M
AUM Growth
+$40.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$2.35M
3
+$1.92M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.8M
5
MC icon
Moelis & Co
MC
+$1.38M

Top Sells

1
+$13.7M
2
+$13.2M
3
+$3.32M
4
ABBV icon
AbbVie
ABBV
+$2.66M
5
NEE icon
NextEra Energy
NEE
+$1.14M

Sector Composition

1 Technology 24.88%
2 Consumer Discretionary 7.7%
3 Communication Services 7.32%
4 Financials 7.24%
5 Consumer Staples 4.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.29M 0.27%
14,775
+153
77
$1.23M 0.26%
3,454
+114
78
$1.22M 0.26%
20,759
+528
79
$1.2M 0.25%
5,196
-19
80
$1.17M 0.24%
3,814
+11
81
$1.16M 0.24%
23,340
-16,107
82
$1.16M 0.24%
+57,405
83
$1.16M 0.24%
28,110
-2,118
84
$1.14M 0.24%
13,713
+12,520
85
$1.11M 0.23%
6,124
86
$1.09M 0.23%
9,960
87
$1.06M 0.22%
49,032
-5,468
88
$999K 0.21%
10,390
+150
89
$939K 0.2%
16,550
+4,500
90
$938K 0.2%
22,881
91
$910K 0.19%
22,480
-325
92
$882K 0.18%
13,632
+35
93
$866K 0.18%
58,542
-600
94
$811K 0.17%
15,283
+98
95
$768K 0.16%
3,449
+717
96
$759K 0.16%
16,296
97
$757K 0.16%
16,245
+988
98
$730K 0.15%
+28,067
99
$713K 0.15%
9,451
+4,447
100
$709K 0.15%
1,689
2 3
4
5 6