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
$478M
AUM Growth
+$40.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$2.35M
3
+$1.92M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.8M
5
MC icon
Moelis & Co
MC
+$1.38M

Top Sells

1
+$13.7M
2
+$13.2M
3
+$3.32M
4
ABBV icon
AbbVie
ABBV
+$2.66M
5
NEE icon
NextEra Energy
NEE
+$1.14M

Sector Composition

1 Technology 24.88%
2 Consumer Discretionary 7.7%
3 Communication Services 7.32%
4 Financials 7.24%
5 Consumer Staples 4.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$692K 0.14%
2,953
-177
102
$686K 0.14%
7,952
103
$668K 0.14%
+4,465
104
$663K 0.14%
+10,430
105
$656K 0.14%
13,340
+1,650
106
$626K 0.13%
5,206
+31
107
$614K 0.13%
19,486
-174
108
$606K 0.13%
33,923
+3,909
109
$586K 0.12%
2,550
-300
110
$560K 0.12%
15,773
-1,468
111
$557K 0.12%
15,141
+2,790
112
$552K 0.12%
+4,600
113
$547K 0.11%
1,905
+109
114
$546K 0.11%
5,709
+105
115
$517K 0.11%
2,658
-254
116
$514K 0.11%
1,884
+261
117
$512K 0.11%
47,381
+63
118
$509K 0.11%
2,378
+79
119
$495K 0.1%
6,856
+200
120
$494K 0.1%
5,297
-49
121
$485K 0.1%
6,213
122
$482K 0.1%
15,000
123
$474K 0.1%
7,436
+28
124
$469K 0.1%
21,500
+3,000
125
$455K 0.1%
8,291
-632
3 4
5
6 7