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
$471M
AUM Growth
-$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$3.57M
2
+$3.25M
3
+$2.13M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$856K
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$406K

Top Sells

1
+$4.45M
2
+$1.63M
3
+$1.57M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$921K
5
AN icon
AutoNation
AN
+$826K

Sector Composition

1 Technology 22.29%
2 Financials 5.65%
3 Consumer Discretionary 5.56%
4 Healthcare 3.91%
5 Communication Services 3.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$361K 0.08%
9,514
127
$358K 0.08%
8,350
-517
128
$356K 0.08%
4,220
+5
129
$351K 0.07%
10,075
-3,150
130
$350K 0.07%
1,663
131
$348K 0.07%
690
132
$342K 0.07%
5,904
133
$341K 0.07%
5,892
+1
134
$331K 0.07%
6,292
-1,370
135
$309K 0.07%
12,050
136
$299K 0.06%
19,041
137
$293K 0.06%
3,221
138
$287K 0.06%
2,367
-69
139
$280K 0.06%
1,495
+124
140
$271K 0.06%
3,306
+61
141
$269K 0.06%
22,000
142
$267K 0.06%
8,329
143
$266K 0.06%
3,936
-130
144
$259K 0.06%
7,350
145
$254K 0.05%
+2,225
146
$253K 0.05%
10,000
147
$248K 0.05%
3,071
+280
148
$245K 0.05%
10,220
149
$241K 0.05%
+7,316
150
$239K 0.05%
1,775
4 5
6
7 8