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
$195M
AUM Growth
+$5.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$1.97M
3
+$923K
4
WLK icon
Westlake Corp
WLK
+$874K
5
MEOH icon
Methanex
MEOH
+$785K

Top Sells

1
+$20.7M
2
+$1.98M
3
+$1.02M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$978K
5
BGS icon
B&G Foods
BGS
+$394K

Sector Composition

1 Technology 17.88%
2 Financials 9.82%
3 Communication Services 8.61%
4 Consumer Staples 8.25%
5 Consumer Discretionary 4.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$259K 0.13%
+4,343
127
$253K 0.13%
4,045
-2,240
128
$243K 0.12%
1,021
-10
129
$238K 0.12%
+5,833
130
$236K 0.12%
1,144
131
$230K 0.12%
1,998
132
$230K 0.12%
1,228
+39
133
$229K 0.12%
84,080
-5,680
134
$227K 0.12%
1,651
+149
135
$224K 0.11%
2,885
-136
136
$223K 0.11%
2,819
137
$218K 0.11%
4,466
-675
138
$213K 0.11%
1,771
-1,000
139
$209K 0.11%
12,850
140
$207K 0.11%
17,790
-587
141
$206K 0.11%
1,738
142
$201K 0.1%
+1,138
143
$178K 0.09%
10,000
144
$174K 0.09%
5,934
-3,074
145
$173K 0.09%
31,829
-120
146
$167K 0.09%
+12,450
147
$102K 0.05%
9,398
148
$96K 0.05%
1,762
+656
149
$73K 0.04%
1,420
-200
150
$43K 0.02%
50,902
-492
3 4 5
6
7