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
$645M
AUM Growth
+$45.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$5.6M
2
+$2.74M
3
+$2.62M
4
PANW icon
Palo Alto Networks
PANW
+$1.67M
5
PYPL icon
PayPal
PYPL
+$1.45M

Top Sells

1
+$6.66M
2
+$6.41M
3
+$3.57M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$2.14M
5
COR
Coresite Realty Corporation
COR
+$1.54M

Sector Composition

1 Technology 21.88%
2 Financials 6.49%
3 Consumer Discretionary 6.19%
4 Communication Services 5.3%
5 Healthcare 4.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.83M 0.28%
10,498
-377
77
$1.75M 0.27%
53,619
-1,786
78
$1.73M 0.27%
35,856
+414
79
$1.69M 0.26%
7,220
-318
80
$1.53M 0.24%
5,716
-317
81
$1.49M 0.23%
30,580
-235
82
$1.48M 0.23%
12,867
-845
83
$1.47M 0.23%
14,516
-578
84
$1.45M 0.22%
10,947
-2,000
85
$1.45M 0.22%
23,241
-1,131
86
$1.37M 0.21%
8,360
+246
87
$1.31M 0.2%
11,270
-480
88
$1.3M 0.2%
16,040
89
$1.27M 0.2%
20,749
+1,298
90
$1.25M 0.19%
11,161
-1,828
91
$1.23M 0.19%
26,060
+99
92
$1.19M 0.18%
19,111
-1,384
93
$1.18M 0.18%
20,520
-265
94
$1.17M 0.18%
9,960
95
$1.16M 0.18%
14,293
96
$1.15M 0.18%
3,190
-360
97
$1.14M 0.18%
20,264
-1,166
98
$1.14M 0.18%
2,380
+549
99
$1.13M 0.18%
11,065
-706
100
$1.08M 0.17%
12,793
-703
2 3
4
5 6