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
$645M
AUM Growth
+$45.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$5.6M
2
+$2.74M
3
+$2.62M
4
PANW icon
Palo Alto Networks
PANW
+$1.67M
5
PYPL icon
PayPal
PYPL
+$1.45M

Top Sells

1
+$6.66M
2
+$6.41M
3
+$3.57M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$2.14M
5
COR
Coresite Realty Corporation
COR
+$1.54M

Sector Composition

1 Technology 21.88%
2 Financials 6.49%
3 Consumer Discretionary 6.19%
4 Communication Services 5.3%
5 Healthcare 4.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$583K 0.09%
2,576
+108
127
$580K 0.09%
9,804
+415
128
$579K 0.09%
6,643
129
$559K 0.09%
5,786
-111
130
$559K 0.09%
4,558
131
$557K 0.09%
1,549
+94
132
$536K 0.08%
5,219
-75
133
$528K 0.08%
10,740
-825
134
$524K 0.08%
19,750
135
$508K 0.08%
1,663
-259
136
$507K 0.08%
9,761
+43
137
$495K 0.08%
15,000
138
$494K 0.08%
5,904
139
$493K 0.08%
10,271
140
$484K 0.08%
8,256
+70
141
$477K 0.07%
5,363
-185
142
$468K 0.07%
21,000
143
$466K 0.07%
2,777
-463
144
$455K 0.07%
19,041
145
$431K 0.07%
3,061
-65
146
$421K 0.07%
3,257
+14
147
$419K 0.06%
6,334
+32
148
$417K 0.06%
6,074
-1,157
149
$413K 0.06%
4,087
+5
150
$401K 0.06%
4,222
-307
4 5
6
7 8