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
$576M
AUM Growth
+$70.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$17.7M
2
+$7.64M
3
+$4.84M
4
BA icon
Boeing
BA
+$2.99M
5
FCX icon
Freeport-McMoran
FCX
+$1.62M

Top Sells

1
+$1.85M
2
+$1.27M
3
+$932K
4
VUG icon
Vanguard Growth ETF
VUG
+$674K
5
MGNI icon
Magnite
MGNI
+$541K

Sector Composition

1 Technology 17.86%
2 Financials 7.19%
3 Consumer Discretionary 6.09%
4 Communication Services 5.89%
5 Healthcare 4.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$988K 0.17%
16,340
+4,620
102
$962K 0.17%
20,785
-135
103
$903K 0.16%
14,250
+2,150
104
$874K 0.15%
3,000
+161
105
$836K 0.15%
17,544
+14
106
$826K 0.14%
19,361
107
$799K 0.14%
13,950
-4,500
108
$762K 0.13%
38,481
-411
109
$750K 0.13%
12,317
-2,600
110
$744K 0.13%
48,317
-100
111
$743K 0.13%
1,407
-20
112
$716K 0.12%
2,070
+4
113
$678K 0.12%
6,862
114
$655K 0.11%
37,885
+2,170
115
$647K 0.11%
15,611
+970
116
$645K 0.11%
5,733
+16
117
$620K 0.11%
2,847
118
$599K 0.1%
+2,738
119
$598K 0.1%
7,130
120
$576K 0.1%
10,277
-1,639
121
$571K 0.1%
2,561
-373
122
$557K 0.1%
11,765
123
$551K 0.1%
4,775
-1,095
124
$540K 0.09%
4,926
+127
125
$532K 0.09%
4,558
+70
3 4
5
6 7