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
$238M
AUM Growth
+$35.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$8.03M
2
+$2.8M
3
+$2.79M
4
BAC icon
Bank of America
BAC
+$1.82M
5
AMZN icon
Amazon
AMZN
+$1.6M

Top Sells

1
+$22.6M
2
+$3.03M
3
+$1.05M
4
AAPL icon
Apple
AAPL
+$577K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$542K

Sector Composition

1 Technology 14.78%
2 Financials 10.46%
3 Communication Services 8.47%
4 Consumer Staples 6.1%
5 Consumer Discretionary 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$324K 0.14%
3,960
-100
127
$311K 0.13%
5,550
128
$305K 0.13%
3,775
129
$301K 0.13%
2,450
+724
130
$298K 0.13%
6,610
+100
131
$294K 0.12%
1,022
+1
132
$289K 0.12%
6,159
+1,086
133
$285K 0.12%
12,095
-40
134
$267K 0.11%
+2,435
135
$265K 0.11%
+2,592
136
$259K 0.11%
2,830
137
$257K 0.11%
13,854
138
$247K 0.1%
1,203
139
$237K 0.1%
+4,650
140
$237K 0.1%
1,998
141
$236K 0.1%
1,738
142
$234K 0.1%
1,578
143
$231K 0.1%
1,634
-890
144
$224K 0.09%
+3,287
145
$224K 0.09%
13,262
+400
146
$224K 0.09%
+1,200
147
$221K 0.09%
+934
148
$221K 0.09%
12,850
149
$220K 0.09%
2,864
+14
150
$213K 0.09%
17,821
-3,419
3 4 5
6
7