HWA

HCR Wealth Advisors Portfolio holdings

AUM $1.01B
1-Year Est. Return 20.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$301M
AUM Growth
-$50.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$669K
3
+$657K
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$618K
5
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$559K

Top Sells

1
+$32.4M
2
+$13.6M
3
+$8.88M
4
MSFT icon
Microsoft
MSFT
+$1.69M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.07M

Sector Composition

1 Technology 17.32%
2 Financials 9.29%
3 Communication Services 6.86%
4 Consumer Staples 6.45%
5 Consumer Discretionary 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
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