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
$456M
AUM Growth
-$83.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.69M
3
+$1.56M
4
DE icon
Deere & Co
DE
+$1.3M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.06M

Top Sells

1
+$10M
2
+$8.36M
3
+$6.93M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$3.45M
5
VUG icon
Vanguard Growth ETF
VUG
+$2.43M

Sector Composition

1 Technology 27.05%
2 Financials 5.88%
3 Consumer Discretionary 5.15%
4 Communication Services 4.49%
5 Consumer Staples 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$314K 0.07%
2,000
127
$308K 0.07%
2,566
-80
128
$305K 0.07%
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129
$300K 0.07%
11,165
-8,102
130
$285K 0.06%
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131
$281K 0.06%
19,041
132
$279K 0.06%
3,221
133
$278K 0.06%
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134
$276K 0.06%
5,793
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135
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136
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3,522
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137
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138
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4,356
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139
$254K 0.06%
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140
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+4,275
141
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2,323
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825
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145
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520
146
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71,159
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147
$231K 0.05%
3,332
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148
$231K 0.05%
807
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149
$231K 0.05%
3,585
150
$229K 0.05%
6,035
-1,640
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