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
$798M
AUM Growth
+$34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$3.28M
2
+$3.25M
3
+$2.56M
4
TDG icon
TransDigm Group
TDG
+$2.43M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.88M

Top Sells

1
+$3.19M
2
+$1.01M
3
+$549K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$542K
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$291K

Sector Composition

1 Technology 27.51%
2 Financials 6.01%
3 Communication Services 4.98%
4 Industrials 4.95%
5 Consumer Discretionary 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$593K 0.07%
10,488
-984
127
$578K 0.07%
4,996
-197
128
$572K 0.07%
1,723
+262
129
$565K 0.07%
3,260
+1
130
$559K 0.07%
1,071
+2
131
$559K 0.07%
6,371
+33
132
$538K 0.07%
5,038
-148
133
$538K 0.07%
3,222
+6
134
$531K 0.07%
2,689
+402
135
$530K 0.07%
5,692
136
$530K 0.07%
1,090
-371
137
$522K 0.07%
8,840
138
$515K 0.06%
2,986
+25
139
$515K 0.06%
4,585
140
$505K 0.06%
2,838
+1,260
141
$475K 0.06%
5,337
142
$470K 0.06%
1,122
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143
$466K 0.06%
9,300
144
$463K 0.06%
4,345
145
$463K 0.06%
3,523
146
$449K 0.06%
1,343
-15
147
$445K 0.06%
4,928
+1,360
148
$431K 0.05%
3,569
+272
149
$426K 0.05%
5,592
+139
150
$426K 0.05%
3,851
-273
4 5
6
7 8