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
$768M
AUM Growth
-$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$2.65M
3
+$2.56M
4
VUG icon
Vanguard Growth ETF
VUG
+$2.49M
5
NVDA icon
NVIDIA
NVDA
+$2.36M

Top Sells

1
+$3.3M
2
+$1.22M
3
+$709K
4
AAPL icon
Apple
AAPL
+$467K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$448K

Sector Composition

1 Technology 25.26%
2 Financials 6.57%
3 Industrials 5.23%
4 Communication Services 4.65%
5 Consumer Discretionary 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.51M 0.2%
32,267
+775
77
$1.48M 0.19%
29,169
+685
78
$1.48M 0.19%
4,748
+6
79
$1.37M 0.18%
5,625
-356
80
$1.34M 0.17%
23,746
+41
81
$1.32M 0.17%
13,820
-4,700
82
$1.32M 0.17%
42,815
+105
83
$1.3M 0.17%
16,211
-18
84
$1.3M 0.17%
9,229
-125
85
$1.29M 0.17%
11,750
-4
86
$1.28M 0.17%
3,342
-51
87
$1.28M 0.17%
21,254
+26
88
$1.25M 0.16%
3,777
-16
89
$1.23M 0.16%
16,291
+663
90
$1.22M 0.16%
6,673
-1,371
91
$1.19M 0.16%
10,114
-1,925
92
$1.16M 0.15%
17,850
93
$1.15M 0.15%
30,322
-414
94
$1.11M 0.14%
2,123
-63
95
$1.04M 0.14%
1,260
96
$1.04M 0.14%
9,328
+45
97
$1.02M 0.13%
3,748
+2,025
98
$1.01M 0.13%
6,345
+4
99
$1.01M 0.13%
14,483
+2,763
100
$1M 0.13%
1,837
+298
2 3
4
5 6