HWA

HCR Wealth Advisors Portfolio holdings

AUM $964M
1-Year Est. Return 24.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$966M
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$2.18M
3
+$1.94M
4
AAPL icon
Apple
AAPL
+$1.68M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.67M

Top Sells

1
+$1.36M
2
+$911K
3
+$494K
4
ORCL icon
Oracle
ORCL
+$455K
5
DE icon
Deere & Co
DE
+$292K

Sector Composition

1 Technology 27.36%
2 Financials 5.92%
3 Industrials 5.41%
4 Communication Services 5.37%
5 Consumer Discretionary 4.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.12M 0.12%
7,939
+1,623
102
$1.07M 0.11%
18,153
+240
103
$1.04M 0.11%
9,421
+44
104
$1.03M 0.11%
1,253
+1
105
$1M 0.1%
13,450
+1,224
106
$1M 0.1%
10,717
107
$998K 0.1%
6,320
-15
108
$988K 0.1%
6,747
109
$983K 0.1%
11,121
-66
110
$973K 0.1%
19,285
-2,300
111
$967K 0.1%
13,738
+2,257
112
$961K 0.1%
3,208
113
$949K 0.1%
970
+291
114
$911K 0.09%
11,320
115
$900K 0.09%
10,437
-15
116
$859K 0.09%
19,430
+52
117
$855K 0.09%
7,040
+14
118
$822K 0.09%
1,205
119
$771K 0.08%
4,124
+996
120
$770K 0.08%
3,919
+31
121
$744K 0.08%
1,490
+500
122
$738K 0.08%
2,087
+10
123
$734K 0.08%
1,578
-22
124
$722K 0.07%
3,378
-2
125
$721K 0.07%
27,204
+13,683
3 4
5
6 7