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
$426M
AUM Growth
+$76.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$33.6M
2
+$7.92M
3
+$2.98M
4
AAPL icon
Apple
AAPL
+$2.13M
5
LHX icon
L3Harris
LHX
+$1.73M

Top Sells

1
+$14.3M
2
+$11.6M
3
+$2.97M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.71M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.76M

Sector Composition

1 Technology 25.69%
2 Communication Services 5.73%
3 Consumer Discretionary 5.64%
4 Financials 4.86%
5 Consumer Staples 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$472K 0.11%
14,173
+513
102
$452K 0.11%
6,229
+16
103
$450K 0.11%
7,424
+76
104
$445K 0.1%
4,728
-1,290
105
$429K 0.1%
15,000
-178
106
$423K 0.1%
16,695
-1,243
107
$417K 0.1%
2,298
-19
108
$392K 0.09%
2,854
+1,724
109
$375K 0.09%
2,550
-250
110
$374K 0.09%
5,296
-550
111
$374K 0.09%
18,500
112
$369K 0.09%
8,236
-6
113
$367K 0.09%
23,352
+1,575
114
$361K 0.08%
5,163
-65
115
$356K 0.08%
4,397
-48
116
$349K 0.08%
3,105
+1
117
$338K 0.08%
21,300
+1,750
118
$338K 0.08%
21,894
+2,884
119
$330K 0.08%
19,660
+660
120
$330K 0.08%
10,389
-323
121
$327K 0.08%
3,245
-115
122
$323K 0.08%
2,734
+20
123
$321K 0.08%
1,656
124
$315K 0.07%
1,545
-232
125
$293K 0.07%
19,041
3 4
5
6 7