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
$633M
AUM Growth
+$177M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$13.8M
3
+$13.4M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$10.5M
5
AAPL icon
Apple
AAPL
+$8.53M

Top Sells

1
+$1.69M
2
+$1.48M
3
+$1.44M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.11M
5
PSA icon
Public Storage
PSA
+$936K

Sector Composition

1 Technology 24.62%
2 Financials 6.16%
3 Industrials 5.9%
4 Consumer Discretionary 4.72%
5 Communication Services 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$755K 0.12%
12,817
+3,591
102
$751K 0.12%
+9,100
103
$750K 0.12%
14,618
+1,405
104
$743K 0.12%
1,535
+699
105
$735K 0.12%
1,261
+115
106
$712K 0.11%
9,248
+1,420
107
$710K 0.11%
6,747
+325
108
$702K 0.11%
+9,541
109
$621K 0.1%
6,596
+1,688
110
$604K 0.1%
2,408
-137
111
$580K 0.09%
+3,934
112
$561K 0.09%
11,396
+1,215
113
$559K 0.09%
6,116
+404
114
$539K 0.09%
4,870
+959
115
$535K 0.08%
+1,387
116
$535K 0.08%
8,867
+1,867
117
$531K 0.08%
5,962
-328
118
$524K 0.08%
6,982
+978
119
$515K 0.08%
+1,720
120
$493K 0.08%
3,133
+1,805
121
$487K 0.08%
4,533
+12
122
$485K 0.08%
+19,616
123
$478K 0.08%
10,000
124
$468K 0.07%
6,257
+332
125
$456K 0.07%
8,840
3 4
5
6 7