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
$478M
AUM Growth
+$40.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$2.35M
3
+$1.92M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.8M
5
MC icon
Moelis & Co
MC
+$1.38M

Top Sells

1
+$13.7M
2
+$13.2M
3
+$3.32M
4
ABBV icon
AbbVie
ABBV
+$2.66M
5
NEE icon
NextEra Energy
NEE
+$1.14M

Sector Composition

1 Technology 24.88%
2 Consumer Discretionary 7.7%
3 Communication Services 7.32%
4 Financials 7.24%
5 Consumer Staples 4.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$450K 0.09%
14,895
-800
127
$446K 0.09%
+7,410
128
$430K 0.09%
5,198
+23
129
$427K 0.09%
3,120
130
$418K 0.09%
5,813
-184,126
131
$415K 0.09%
1,998
132
$402K 0.08%
24,237
+100
133
$401K 0.08%
1,663
134
$401K 0.08%
2,847
135
$386K 0.08%
4,407
136
$383K 0.08%
21,300
137
$369K 0.08%
3,250
+5
138
$358K 0.07%
+7,282
139
$351K 0.07%
4,908
-160
140
$342K 0.07%
24,650
141
$341K 0.07%
19,041
142
$329K 0.07%
+13,380
143
$309K 0.06%
+5,741
144
$305K 0.06%
+6,710
145
$305K 0.06%
3,289
-125
146
$301K 0.06%
10,220
147
$298K 0.06%
542
148
$294K 0.06%
+408
149
$294K 0.06%
964
+65
150
$291K 0.06%
+3,214
4 5
6
7 8