HWA

HCR Wealth Advisors Portfolio holdings

AUM $964M
1-Year Est. Return 24.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$966M
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$2.18M
3
+$1.94M
4
AAPL icon
Apple
AAPL
+$1.68M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.67M

Top Sells

1
+$1.36M
2
+$911K
3
+$494K
4
ORCL icon
Oracle
ORCL
+$455K
5
DE icon
Deere & Co
DE
+$292K

Sector Composition

1 Technology 27.36%
2 Financials 5.92%
3 Industrials 5.41%
4 Communication Services 5.37%
5 Consumer Discretionary 4.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.76M 0.18%
16,207
-4
77
$1.64M 0.17%
17,312
78
$1.61M 0.17%
36,058
+732
79
$1.59M 0.16%
18,015
-175
80
$1.58M 0.16%
5,258
-19
81
$1.53M 0.16%
32,788
+392
82
$1.53M 0.16%
1,961
-50
83
$1.48M 0.15%
12,414
+2,100
84
$1.45M 0.15%
9,547
-103
85
$1.43M 0.15%
4,802
86
$1.41M 0.15%
14,896
+352
87
$1.38M 0.14%
35,434
+4,756
88
$1.37M 0.14%
9,594
-30
89
$1.37M 0.14%
54,218
+24,400
90
$1.33M 0.14%
20,239
-1,038
91
$1.33M 0.14%
5,468
-115
92
$1.32M 0.14%
13,670
-130
93
$1.3M 0.14%
22,903
-1,084
94
$1.28M 0.13%
7,687
+2,828
95
$1.26M 0.13%
68,813
+2,564
96
$1.26M 0.13%
13,540
+495
97
$1.22M 0.13%
38,573
-2,093
98
$1.16M 0.12%
3,296
-133
99
$1.15M 0.12%
4,711
-44
100
$1.12M 0.12%
6,707
+776
2 3
4
5 6