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
$599M
AUM Growth
+$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$4.14M
2
+$2.58M
3
+$2.25M
4
AAPL icon
Apple
AAPL
+$1.23M
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$1.11M

Top Sells

1
+$2.4M
2
+$1.4M
3
+$849K
4
XLB icon
Materials Select Sector SPDR Fund
XLB
+$502K
5
REMX icon
VanEck Rare Earth/Strategic Metals ETF
REMX
+$372K

Sector Composition

1 Technology 18.49%
2 Financials 6.91%
3 Consumer Discretionary 6.12%
4 Communication Services 5.75%
5 Healthcare 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$556K 0.09%
+3,050
127
$552K 0.09%
5,294
+368
128
$547K 0.09%
2,847
129
$529K 0.09%
11,565
-200
130
$527K 0.09%
1,922
+259
131
$525K 0.09%
9,718
-559
132
$523K 0.09%
4,558
133
$507K 0.08%
3,240
+463
134
$496K 0.08%
15,000
135
$493K 0.08%
9,389
+152
136
$482K 0.08%
1,455
+45
137
$478K 0.08%
5,897
-50
138
$477K 0.08%
10,271
139
$476K 0.08%
7,130
140
$467K 0.08%
21,000
141
$462K 0.08%
3,618
142
$449K 0.07%
5,548
+85
143
$440K 0.07%
7,231
-5,086
144
$436K 0.07%
5,904
145
$432K 0.07%
13,115
146
$431K 0.07%
+8,186
147
$429K 0.07%
4,529
+4
148
$415K 0.07%
23,385
+85
149
$410K 0.07%
5,304
+209
150
$405K 0.07%
+6,717
4 5
6
7 8