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
$768M
AUM Growth
-$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$2.65M
3
+$2.56M
4
VUG icon
Vanguard Growth ETF
VUG
+$2.49M
5
NVDA icon
NVIDIA
NVDA
+$2.36M

Top Sells

1
+$3.3M
2
+$1.22M
3
+$709K
4
AAPL icon
Apple
AAPL
+$467K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$448K

Sector Composition

1 Technology 25.26%
2 Financials 6.57%
3 Industrials 5.23%
4 Communication Services 4.65%
5 Consumer Discretionary 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$619K 0.08%
4,429
+1,443
127
$595K 0.08%
2,249
-372
128
$589K 0.08%
1,190
+119
129
$574K 0.07%
1,075
-4
130
$558K 0.07%
2,074
-4
131
$546K 0.07%
3,198
-62
132
$545K 0.07%
5,693
+1
133
$544K 0.07%
6,057
-13,639
134
$535K 0.07%
4,924
-114
135
$520K 0.07%
1,117
-5
136
$515K 0.07%
4,255
-330
137
$510K 0.07%
2,053
+300
138
$506K 0.07%
832
+205
139
$505K 0.07%
7,959
-50
140
$496K 0.06%
10,933
+605
141
$485K 0.06%
8,840
142
$483K 0.06%
5,337
143
$483K 0.06%
4,345
144
$463K 0.06%
9,334
+34
145
$462K 0.06%
2,784
+95
146
$457K 0.06%
6,398
+27
147
$454K 0.06%
1,691
+348
148
$453K 0.06%
3,373
-150
149
$451K 0.06%
5,481
-111
150
$442K 0.06%
990
-100
4 5
6
7 8