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
$633M
AUM Growth
+$177M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$13.8M
3
+$13.4M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$10.5M
5
AAPL icon
Apple
AAPL
+$8.53M

Top Sells

1
+$1.69M
2
+$1.48M
3
+$1.44M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.11M
5
PSA icon
Public Storage
PSA
+$936K

Sector Composition

1 Technology 24.62%
2 Financials 6.16%
3 Industrials 5.9%
4 Consumer Discretionary 4.72%
5 Communication Services 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.34M 0.21%
4,659
+219
77
$1.27M 0.2%
40,855
-6,922
78
$1.24M 0.2%
10,550
+7,675
79
$1.2M 0.19%
9,741
+148
80
$1.18M 0.19%
27,844
-4,889
81
$1.14M 0.18%
16,225
+5,658
82
$1.11M 0.18%
+2,109
83
$1.1M 0.17%
76,295
+6,423
84
$1.09M 0.17%
3,678
+92
85
$1.06M 0.17%
11,211
+487
86
$1.02M 0.16%
20,092
+14,299
87
$1.01M 0.16%
9,258
+2,153
88
$977K 0.15%
12,146
+468
89
$973K 0.15%
10,520
-1,104
90
$957K 0.15%
22,108
+5,212
91
$935K 0.15%
16,225
+185
92
$935K 0.15%
+4,856
93
$917K 0.14%
2,100
+1,391
94
$904K 0.14%
20,232
+947
95
$892K 0.14%
17,339
+2,892
96
$882K 0.14%
12,822
+2,974
97
$852K 0.13%
21,110
+3,620
98
$846K 0.13%
10,093
+3,844
99
$811K 0.13%
3,419
+1,194
100
$803K 0.13%
+3,998
2 3
4
5 6