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
$238M
AUM Growth
+$35.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$8.03M
2
+$2.8M
3
+$2.79M
4
BAC icon
Bank of America
BAC
+$1.82M
5
AMZN icon
Amazon
AMZN
+$1.6M

Top Sells

1
+$22.6M
2
+$3.03M
3
+$1.05M
4
AAPL icon
Apple
AAPL
+$577K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$542K

Sector Composition

1 Technology 14.78%
2 Financials 10.46%
3 Communication Services 8.47%
4 Consumer Staples 6.1%
5 Consumer Discretionary 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$474K 0.2%
94,512
102
$471K 0.2%
9,518
+2,274
103
$452K 0.19%
3,261
+395
104
$440K 0.19%
+5,009
105
$433K 0.18%
+7,512
106
$427K 0.18%
14,041
+400
107
$424K 0.18%
+14,985
108
$414K 0.17%
10,874
+52
109
$404K 0.17%
5,350
-299,500
110
$401K 0.17%
5,854
+125
111
$388K 0.16%
2,799
+606
112
$384K 0.16%
+6,112
113
$382K 0.16%
+9,522
114
$377K 0.16%
3,387
-100
115
$365K 0.15%
26,156
+2,852
116
$344K 0.14%
3,357
+300
117
$340K 0.14%
6,075
-289
118
$336K 0.14%
9,200
119
$335K 0.14%
3,582
+422
120
$335K 0.14%
2,875
-416
121
$334K 0.14%
2,071
+2
122
$332K 0.14%
+1,925
123
$332K 0.14%
5,826
-662
124
$329K 0.14%
+1,295
125
$327K 0.14%
11,470
3 4
5
6 7