HWA

HCR Wealth Advisors Portfolio holdings

AUM $964M
1-Year Est. Return 24.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$966M
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$2.18M
3
+$1.94M
4
AAPL icon
Apple
AAPL
+$1.68M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.67M

Top Sells

1
+$1.36M
2
+$911K
3
+$494K
4
ORCL icon
Oracle
ORCL
+$455K
5
DE icon
Deere & Co
DE
+$292K

Sector Composition

1 Technology 27.36%
2 Financials 5.92%
3 Industrials 5.41%
4 Communication Services 5.37%
5 Consumer Discretionary 4.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$690K 0.07%
1,558
+301
127
$679K 0.07%
9,101
+802
128
$672K 0.07%
8,526
+586
129
$659K 0.07%
7,495
+100
130
$628K 0.07%
9,496
131
$606K 0.06%
2,274
+391
132
$604K 0.06%
996
+125
133
$590K 0.06%
1,715
-22
134
$554K 0.06%
926
-149
135
$549K 0.06%
6,148
-287
136
$548K 0.06%
8,840
137
$540K 0.06%
3,180
-119
138
$527K 0.05%
5,591
+12
139
$523K 0.05%
1,113
140
$520K 0.05%
4,251
-501
141
$518K 0.05%
1,567
-3
142
$513K 0.05%
676
-3
143
$509K 0.05%
5,265
-429
144
$503K 0.05%
1,753
145
$497K 0.05%
20,400
146
$497K 0.05%
2,500
-1,250
147
$492K 0.05%
11,326
-501
148
$469K 0.05%
3,479
+871
149
$467K 0.05%
9,334
150
$463K 0.05%
75,353
4 5
6
7 8