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
$576M
AUM Growth
+$70.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$17.7M
2
+$7.64M
3
+$4.84M
4
BA icon
Boeing
BA
+$2.99M
5
FCX icon
Freeport-McMoran
FCX
+$1.62M

Top Sells

1
+$1.85M
2
+$1.27M
3
+$932K
4
VUG icon
Vanguard Growth ETF
VUG
+$674K
5
MGNI icon
Magnite
MGNI
+$541K

Sector Composition

1 Technology 17.86%
2 Financials 7.19%
3 Consumer Discretionary 6.09%
4 Communication Services 5.89%
5 Healthcare 4.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.63M 0.28%
14,723
-1,963
77
$1.59M 0.28%
19,996
+800
78
$1.56M 0.27%
7,572
+40
79
$1.55M 0.27%
24,729
-1,267
80
$1.53M 0.27%
6,752
+579
81
$1.51M 0.26%
11,236
+377
82
$1.41M 0.24%
16,596
+932
83
$1.41M 0.24%
10,466
-9,453
84
$1.37M 0.24%
20,458
+428
85
$1.37M 0.24%
13,744
-405
86
$1.36M 0.24%
5,897
+216
87
$1.3M 0.23%
9,960
88
$1.26M 0.22%
3,469
+161
89
$1.24M 0.22%
36,467
-5,346
90
$1.23M 0.21%
19,558
+249
91
$1.2M 0.21%
11,750
-44
92
$1.19M 0.21%
21,050
+1,300
93
$1.14M 0.2%
19,976
+2,271
94
$1.1M 0.19%
16,040
+126
95
$1.09M 0.19%
8,102
-45
96
$1.06M 0.18%
4,336
-160
97
$1.04M 0.18%
52,080
+320
98
$1.01M 0.17%
11,801
-2
99
$996K 0.17%
13,675
+808
100
$990K 0.17%
12,045
-6,150
2 3
4
5 6