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
$478M
AUM Growth
+$40.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$2.35M
3
+$1.92M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.8M
5
MC icon
Moelis & Co
MC
+$1.38M

Top Sells

1
+$13.7M
2
+$13.2M
3
+$3.32M
4
ABBV icon
AbbVie
ABBV
+$2.66M
5
NEE icon
NextEra Energy
NEE
+$1.14M

Sector Composition

1 Technology 24.88%
2 Consumer Discretionary 7.7%
3 Communication Services 7.32%
4 Financials 7.24%
5 Consumer Staples 4.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$288K 0.06%
4,216
+46
152
$287K 0.06%
+634
153
$286K 0.06%
2,365
154
$286K 0.06%
4,247
+53
155
$281K 0.06%
2,376
+37
156
$262K 0.05%
1,170
+75
157
$258K 0.05%
28,874
158
$256K 0.05%
4,425
159
$256K 0.05%
1,593
160
$252K 0.05%
8,334
+222
161
$250K 0.05%
1,956
+18
162
$243K 0.05%
29,459
163
$236K 0.05%
+1,395
164
$235K 0.05%
1,393
165
$230K 0.05%
3,059
+5
166
$230K 0.05%
2,889
+75
167
$225K 0.05%
3,855
168
$221K 0.05%
+3,602
169
$217K 0.05%
3,703
+43
170
$212K 0.04%
+3,025
171
$206K 0.04%
2,500
172
$204K 0.04%
+10,171
173
$201K 0.04%
+4,483
174
$176K 0.04%
2,043
175
$171K 0.04%
10,422
5 6
7
8 9