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
$612M
AUM Growth
-$33.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$34.2M
2
+$13.3M
3
+$7.19M
4
NXST icon
Nexstar Media Group
NXST
+$1.84M
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$1.49M

Top Sells

1
+$14.5M
2
+$13.5M
3
+$6.26M
4
IYF icon
iShares US Financials ETF
IYF
+$6.17M
5
VHT icon
Vanguard Health Care ETF
VHT
+$5.91M

Sector Composition

1 Technology 22.3%
2 Financials 6.14%
3 Consumer Discretionary 5.56%
4 Communication Services 5.28%
5 Healthcare 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.38M 0.23%
9,960
77
$1.34M 0.22%
9,958
-1,347
78
$1.34M 0.22%
13,381
-1,135
79
$1.3M 0.21%
12,660
-207
80
$1.28M 0.21%
8,368
+8
81
$1.24M 0.2%
11,451
+181
82
$1.18M 0.19%
9,088
-29,426
83
$1.17M 0.19%
15,961
-3,150
84
$1.15M 0.19%
9,980
-692
85
$1.15M 0.19%
3,882
+93
86
$1.15M 0.19%
3,205
+15
87
$1.12M 0.18%
29,179
-797
88
$1.11M 0.18%
20,855
+591
89
$1.1M 0.18%
4,547
-210
90
$1.1M 0.18%
21,015
+495
91
$1.1M 0.18%
11,052
-13
92
$1.09M 0.18%
6,175
-1,045
93
$1.09M 0.18%
28,371
+4,497
94
$1.05M 0.17%
16,040
95
$1.04M 0.17%
12,297
-496
96
$1.01M 0.17%
13,028
-1,265
97
$999K 0.16%
8,262
-2,685
98
$980K 0.16%
16,690
+2,630
99
$961K 0.16%
26,700
+640
100
$888K 0.15%
16,986
+14
2 3
4
5 6