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
$700M
AUM Growth
+$40.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$1.34M
3
+$880K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$657K
5
VUG icon
Vanguard Growth ETF
VUG
+$548K

Top Sells

1
+$2.45M
2
+$2.29M
3
+$1.01M
4
SH icon
ProShares Short S&P500
SH
+$666K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$345K

Sector Composition

1 Technology 27.17%
2 Financials 5.72%
3 Industrials 5.38%
4 Communication Services 5.1%
5 Consumer Discretionary 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$922K 0.13%
4,544
+261
102
$921K 0.13%
20,732
+500
103
$915K 0.13%
8,414
+143
104
$866K 0.12%
9,440
-2,370
105
$839K 0.12%
11,566
-11
106
$830K 0.12%
1,440
+17
107
$827K 0.12%
3,092
-272
108
$822K 0.12%
9,201
+47
109
$801K 0.11%
6,747
110
$786K 0.11%
19,794
-1,634
111
$725K 0.1%
10,377
112
$677K 0.1%
11,396
113
$675K 0.1%
1,492
+105
114
$672K 0.1%
2,524
+115
115
$651K 0.09%
7,037
+47
116
$647K 0.09%
8,583
-227
117
$646K 0.09%
10,147
-378
118
$640K 0.09%
6,318
-140
119
$628K 0.09%
956
120
$609K 0.09%
7,940
-248
121
$606K 0.09%
8,408
-85
122
$577K 0.08%
1,078
+162
123
$545K 0.08%
4,399
+477
124
$543K 0.08%
3,350
-569
125
$535K 0.08%
4,990
+55
3 4
5
6 7