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
$426M
AUM Growth
+$76.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$33.6M
2
+$7.92M
3
+$2.98M
4
AAPL icon
Apple
AAPL
+$2.13M
5
LHX icon
L3Harris
LHX
+$1.73M

Top Sells

1
+$14.3M
2
+$11.6M
3
+$2.97M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.71M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.76M

Sector Composition

1 Technology 25.69%
2 Communication Services 5.73%
3 Consumer Discretionary 5.64%
4 Financials 4.86%
5 Consumer Staples 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$178K 0.04%
2,053
-1,280
152
$169K 0.04%
2,820
-65
153
$168K 0.04%
2,500
154
$154K 0.04%
495
155
$117K 0.03%
10,000
156
$114K 0.03%
+1,838
157
$111K 0.03%
18,318
158
$105K 0.02%
+1,826
159
$104K 0.02%
+1,120
160
$101K 0.02%
2,488
-25
161
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+1,831
162
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1,420
-17
163
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164
$98K 0.02%
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-195
165
$78K 0.02%
452
166
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167
$76K 0.02%
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168
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169
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173
$65K 0.02%
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174
$62K 0.01%
559
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175
$62K 0.01%
5,010
-2,046
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7
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