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
$645M
AUM Growth
+$45.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$5.6M
2
+$2.74M
3
+$2.62M
4
PANW icon
Palo Alto Networks
PANW
+$1.67M
5
PYPL icon
PayPal
PYPL
+$1.45M

Top Sells

1
+$6.66M
2
+$6.41M
3
+$3.57M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$2.14M
5
COR
Coresite Realty Corporation
COR
+$1.54M

Sector Composition

1 Technology 21.88%
2 Financials 6.49%
3 Consumer Discretionary 6.19%
4 Communication Services 5.3%
5 Healthcare 4.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.07M 0.17%
4,757
+11
102
$1.02M 0.16%
23,874
+3,387
103
$994K 0.15%
17,450
104
$960K 0.15%
29,976
-4,339
105
$927K 0.14%
22,136
-626
106
$894K 0.14%
7,775
+1,100
107
$869K 0.13%
19,361
108
$864K 0.13%
+14,060
109
$854K 0.13%
6,613
+2,995
110
$849K 0.13%
2,060
+4
111
$848K 0.13%
1,407
112
$804K 0.12%
16,972
-586
113
$782K 0.12%
8,942
+2,225
114
$753K 0.12%
4,116
+1,066
115
$751K 0.12%
6,883
116
$734K 0.11%
6,862
117
$696K 0.11%
5,856
-1,000
118
$681K 0.11%
41,720
+115
119
$673K 0.1%
44,717
-4,200
120
$652K 0.1%
8,561
+557
121
$644K 0.1%
38,932
-466
122
$619K 0.1%
14,435
-80
123
$612K 0.09%
2,536
124
$600K 0.09%
2,901
+54
125
$593K 0.09%
7,940
+129
3 4
5
6 7