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
$576M
AUM Growth
+$70.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$17.7M
2
+$7.64M
3
+$4.84M
4
BA icon
Boeing
BA
+$2.99M
5
FCX icon
Freeport-McMoran
FCX
+$1.62M

Top Sells

1
+$1.85M
2
+$1.27M
3
+$932K
4
VUG icon
Vanguard Growth ETF
VUG
+$674K
5
MGNI icon
Magnite
MGNI
+$541K

Sector Composition

1 Technology 17.86%
2 Financials 7.19%
3 Consumer Discretionary 6.09%
4 Communication Services 5.89%
5 Healthcare 4.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$528K 0.09%
5,947
+15
127
$517K 0.09%
6,643
-466
128
$502K 0.09%
+6,104
129
$500K 0.09%
9,237
-33
130
$494K 0.09%
15,000
131
$486K 0.08%
+5,095
132
$468K 0.08%
21,000
-500
133
$465K 0.08%
10,271
+1,928
134
$463K 0.08%
3,618
-293
135
$452K 0.08%
1,663
136
$448K 0.08%
4,525
+3
137
$440K 0.08%
2,777
+1
138
$437K 0.08%
5,463
139
$435K 0.08%
13,115
-7,450
140
$432K 0.08%
1,410
+36
141
$429K 0.07%
5,904
-208
142
$424K 0.07%
6,404
-130
143
$421K 0.07%
23,300
+1,000
144
$404K 0.07%
8,468
+1,809
145
$400K 0.07%
1,800
146
$398K 0.07%
3,158
+83
147
$394K 0.07%
4,082
148
$381K 0.07%
3,221
149
$378K 0.07%
19,041
150
$359K 0.06%
1,041
4 5
6
7 8