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
$768M
AUM Growth
-$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$2.65M
3
+$2.56M
4
VUG icon
Vanguard Growth ETF
VUG
+$2.49M
5
NVDA icon
NVIDIA
NVDA
+$2.36M

Top Sells

1
+$3.3M
2
+$1.22M
3
+$709K
4
AAPL icon
Apple
AAPL
+$467K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$448K

Sector Composition

1 Technology 25.26%
2 Financials 6.57%
3 Industrials 5.23%
4 Communication Services 4.65%
5 Consumer Discretionary 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$997K 0.13%
4,829
102
$990K 0.13%
6,722
-148
103
$986K 0.13%
1,818
104
$975K 0.13%
4,889
105
$973K 0.13%
10,520
106
$960K 0.12%
12,257
-586
107
$905K 0.12%
9,682
-329
108
$859K 0.11%
20,345
+238
109
$857K 0.11%
10,886
-108
110
$823K 0.11%
6,747
111
$819K 0.11%
11,405
112
$801K 0.1%
66,369
-9,935
113
$740K 0.1%
1,205
-103
114
$694K 0.09%
9,446
+432
115
$693K 0.09%
4,055
+1,217
116
$681K 0.09%
9,514
-272
117
$672K 0.09%
3,750
-1,250
118
$671K 0.09%
1,599
-140
119
$654K 0.09%
7,040
+3
120
$642K 0.08%
3,207
-15
121
$640K 0.08%
1,832
-3
122
$639K 0.08%
10,377
+1,000
123
$639K 0.08%
4,823
-173
124
$623K 0.08%
10,213
-275
125
$622K 0.08%
7,940
3 4
5
6 7