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
$426M
AUM Growth
+$76.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$33.6M
2
+$7.92M
3
+$2.98M
4
AAPL icon
Apple
AAPL
+$2.13M
5
LHX icon
L3Harris
LHX
+$1.73M

Top Sells

1
+$14.3M
2
+$11.6M
3
+$2.97M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.71M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.76M

Sector Composition

1 Technology 25.69%
2 Communication Services 5.73%
3 Consumer Discretionary 5.64%
4 Financials 4.86%
5 Consumer Staples 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$287K 0.07%
10,220
127
$283K 0.07%
921
+7
128
$283K 0.07%
3,664
+66
129
$279K 0.07%
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130
$274K 0.06%
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131
$272K 0.06%
1,419
-180
132
$261K 0.06%
3,168
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133
$242K 0.06%
4,119
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134
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135
$239K 0.06%
6,070
136
$239K 0.06%
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137
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3,236
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138
$234K 0.05%
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139
$231K 0.05%
34,799
-5,800
140
$226K 0.05%
+542
141
$222K 0.05%
2,365
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142
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143
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144
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145
$209K 0.05%
1,543
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146
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29,459
147
$203K 0.05%
+634
148
$200K 0.05%
3,855
+100
149
$194K 0.05%
5,741
+72
150
$189K 0.04%
4,425
4 5
6
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