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
$700M
AUM Growth
+$40.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$1.34M
3
+$880K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$657K
5
VUG icon
Vanguard Growth ETF
VUG
+$548K

Top Sells

1
+$2.45M
2
+$2.29M
3
+$1.01M
4
SH icon
ProShares Short S&P500
SH
+$666K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$345K

Sector Composition

1 Technology 27.17%
2 Financials 5.72%
3 Industrials 5.38%
4 Communication Services 5.1%
5 Consumer Discretionary 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$509K 0.07%
3,200
-1,009
127
$506K 0.07%
8,840
128
$501K 0.07%
12,075
-2,366
129
$499K 0.07%
5,692
-250
130
$485K 0.07%
2,791
+500
131
$480K 0.07%
2,075
-64
132
$476K 0.07%
7,552
+2,076
133
$476K 0.07%
1,070
+133
134
$472K 0.07%
5,337
135
$466K 0.07%
9,300
136
$464K 0.07%
4,345
+262
137
$449K 0.06%
961
138
$431K 0.06%
4,297
+260
139
$426K 0.06%
3,259
+33
140
$426K 0.06%
3,523
+237
141
$426K 0.06%
8,344
142
$425K 0.06%
1,087
143
$421K 0.06%
2,000
144
$418K 0.06%
4,000
-31
145
$418K 0.06%
12,245
+6,875
146
$404K 0.06%
2,221
+40
147
$397K 0.06%
5,062
148
$393K 0.06%
18,000
149
$392K 0.06%
75,353
150
$388K 0.06%
9,411
+58
4 5
6
7 8