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
$305M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$25.5M
2
+$2.58M
3
+$2.38M
4
EZM icon
WisdomTree US MidCap Fund
EZM
+$900K
5
AAPL icon
Apple
AAPL
+$591K

Top Sells

1
+$22.9M
2
+$2.54M
3
+$1.97M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$433K
5
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$302K

Sector Composition

1 Technology 16.11%
2 Financials 9.58%
3 Communication Services 7.55%
4 Consumer Discretionary 5.01%
5 Consumer Staples 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$347K 0.11%
2,822
-718
127
$338K 0.11%
5,770
128
$336K 0.11%
2,819
129
$335K 0.11%
3,850
-1,200
130
$331K 0.11%
4,458
+210
131
$325K 0.11%
2,592
+100
132
$322K 0.11%
9,047
-484
133
$321K 0.11%
15,165
+1,311
134
$319K 0.1%
3,820
+10
135
$318K 0.1%
11,270
136
$314K 0.1%
7,576
-1,043
137
$303K 0.1%
3,484
+25
138
$303K 0.1%
1,025
+1
139
$301K 0.1%
4,535
+597
140
$297K 0.1%
3,907
+3
141
$293K 0.1%
6,665
+35
142
$287K 0.09%
1,459
143
$254K 0.08%
5,069
144
$251K 0.08%
1,998
145
$235K 0.08%
+3,679
146
$234K 0.08%
10,650
+40
147
$233K 0.08%
+996
148
$228K 0.07%
4,625
149
$227K 0.07%
3,350
150
$226K 0.07%
642
+54
4 5
6
7 8