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
$599M
AUM Growth
+$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$4.14M
2
+$2.58M
3
+$2.25M
4
AAPL icon
Apple
AAPL
+$1.23M
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$1.11M

Top Sells

1
+$2.4M
2
+$1.4M
3
+$849K
4
XLB icon
Materials Select Sector SPDR Fund
XLB
+$502K
5
REMX icon
VanEck Rare Earth/Strategic Metals ETF
REMX
+$372K

Sector Composition

1 Technology 18.49%
2 Financials 6.91%
3 Consumer Discretionary 6.12%
4 Communication Services 5.75%
5 Healthcare 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.01M 0.17%
4,746
+410
102
$1M 0.17%
20,785
103
$991K 0.17%
17,450
+3,500
104
$983K 0.16%
13,496
-179
105
$972K 0.16%
11,771
-30
106
$938K 0.16%
22,762
+7,151
107
$859K 0.14%
1,407
108
$835K 0.14%
19,361
109
$811K 0.14%
19,750
-1,300
110
$799K 0.13%
17,558
+14
111
$789K 0.13%
+1,831
112
$781K 0.13%
3,000
113
$769K 0.13%
6,675
+1,900
114
$758K 0.13%
6,883
+1,150
115
$743K 0.12%
48,917
+600
116
$742K 0.12%
2,056
-14
117
$721K 0.12%
39,398
+917
118
$720K 0.12%
14,515
+265
119
$678K 0.11%
41,605
+3,720
120
$675K 0.11%
6,862
121
$586K 0.1%
+8,004
122
$582K 0.1%
+2,468
123
$580K 0.1%
7,811
+4,492
124
$579K 0.1%
6,643
125
$563K 0.09%
2,536
-25
3 4
5
6 7