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
$456M
AUM Growth
-$83.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.69M
3
+$1.56M
4
DE icon
Deere & Co
DE
+$1.3M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.06M

Top Sells

1
+$10M
2
+$8.36M
3
+$6.93M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$3.45M
5
VUG icon
Vanguard Growth ETF
VUG
+$2.43M

Sector Composition

1 Technology 27.05%
2 Financials 5.88%
3 Consumer Discretionary 5.15%
4 Communication Services 4.49%
5 Consumer Staples 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.02M 0.22%
11,624
-5,834
77
$1.01M 0.22%
9,593
-1,202
78
$983K 0.22%
10,724
-2,276
79
$979K 0.21%
3,586
+603
80
$936K 0.21%
3,552
-1,252
81
$919K 0.2%
11,678
-3,850
82
$910K 0.2%
+8,349
83
$859K 0.19%
2,171
-691
84
$853K 0.19%
16,040
85
$767K 0.17%
13,213
-1,030
86
$740K 0.16%
8,075
87
$735K 0.16%
17,490
+223
88
$709K 0.16%
19,285
89
$706K 0.15%
+13,905
90
$680K 0.15%
10,567
-1,979
91
$679K 0.15%
7,105
-2,320
92
$646K 0.14%
17,120
-1,000
93
$615K 0.13%
1,146
-113
94
$605K 0.13%
6,422
-440
95
$598K 0.13%
2,545
-398
96
$594K 0.13%
14,447
-1,746
97
$588K 0.13%
7,828
-1,348
98
$572K 0.13%
69,872
-7,377
99
$565K 0.12%
6,249
-3,492
100
$559K 0.12%
16,896
-2,611
2 3
4
5 6