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
$599M
AUM Growth
+$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$4.14M
2
+$2.58M
3
+$2.25M
4
AAPL icon
Apple
AAPL
+$1.23M
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$1.11M

Top Sells

1
+$2.4M
2
+$1.4M
3
+$849K
4
XLB icon
Materials Select Sector SPDR Fund
XLB
+$502K
5
REMX icon
VanEck Rare Earth/Strategic Metals ETF
REMX
+$372K

Sector Composition

1 Technology 18.49%
2 Financials 6.91%
3 Consumer Discretionary 6.12%
4 Communication Services 5.75%
5 Healthcare 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.8M 0.3%
10,875
+158
77
$1.75M 0.29%
12,063
+426
78
$1.72M 0.29%
12,947
+1,711
79
$1.71M 0.29%
19,983
-13
80
$1.65M 0.27%
35,442
-60
81
$1.57M 0.26%
7,538
-34
82
$1.55M 0.26%
30,815
83
$1.54M 0.26%
11,124
+658
84
$1.54M 0.26%
15,094
-23,529
85
$1.51M 0.25%
24,372
-357
86
$1.46M 0.24%
6,033
+136
87
$1.39M 0.23%
13,712
-32
88
$1.34M 0.22%
12,989
-3,607
89
$1.27M 0.21%
21,430
+1,454
90
$1.27M 0.21%
9,960
91
$1.23M 0.21%
3,550
+81
92
$1.21M 0.2%
20,495
+37
93
$1.2M 0.2%
11,750
94
$1.17M 0.2%
14,293
+2,248
95
$1.14M 0.19%
19,451
-107
96
$1.13M 0.19%
8,114
+12
97
$1.1M 0.18%
20,487
+4,147
98
$1.09M 0.18%
16,040
99
$1.01M 0.17%
6,856
+104
100
$1.01M 0.17%
34,315
-2,152
2 3
4
5 6