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
$633M
AUM Growth
+$177M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$13.8M
3
+$13.4M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$10.5M
5
AAPL icon
Apple
AAPL
+$8.53M

Top Sells

1
+$1.69M
2
+$1.48M
3
+$1.44M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.11M
5
PSA icon
Public Storage
PSA
+$936K

Sector Composition

1 Technology 24.62%
2 Financials 6.16%
3 Industrials 5.9%
4 Consumer Discretionary 4.72%
5 Communication Services 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$455K 0.07%
+896
127
$454K 0.07%
21,000
128
$438K 0.07%
25,880
+2,718
129
$431K 0.07%
8,344
+3,844
130
$425K 0.07%
4,031
+31
131
$416K 0.07%
4,084
+212
132
$410K 0.06%
1,087
+368
133
$406K 0.06%
2,165
+390
134
$396K 0.06%
3,885
-157
135
$385K 0.06%
3,286
+98
136
$383K 0.06%
+75,353
137
$383K 0.06%
2,000
138
$381K 0.06%
+5,062
139
$379K 0.06%
+606
140
$378K 0.06%
+2,176
141
$371K 0.06%
11,968
+803
142
$363K 0.06%
3,226
+5
143
$358K 0.06%
9,504
+706
144
$358K 0.06%
5,236
+689
145
$352K 0.06%
1,042
+217
146
$351K 0.06%
2,640
+74
147
$339K 0.05%
4,034
+980
148
$339K 0.05%
5,524
+1,168
149
$336K 0.05%
+3,928
150
$320K 0.05%
+1,883
4 5
6
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