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
$576M
AUM Growth
+$70.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$17.7M
2
+$7.64M
3
+$4.84M
4
BA icon
Boeing
BA
+$2.99M
5
FCX icon
Freeport-McMoran
FCX
+$1.62M

Top Sells

1
+$1.85M
2
+$1.27M
3
+$932K
4
VUG icon
Vanguard Growth ETF
VUG
+$674K
5
MGNI icon
Magnite
MGNI
+$541K

Sector Composition

1 Technology 17.86%
2 Financials 7.19%
3 Consumer Discretionary 6.09%
4 Communication Services 5.89%
5 Healthcare 4.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$333K 0.06%
2,462
+79
152
$333K 0.06%
4,971
+46
153
$323K 0.06%
14,862
-496
154
$314K 0.05%
3,231
+17
155
$311K 0.05%
10,220
156
$302K 0.05%
3,622
157
$301K 0.05%
+2,342
158
$295K 0.05%
4,222
159
$294K 0.05%
+2,248
160
$292K 0.05%
1,765
161
$284K 0.05%
1,163
+44
162
$282K 0.05%
18,958
-1,000
163
$281K 0.05%
3,288
+2
164
$278K 0.05%
2,409
-82
165
$266K 0.05%
1,157
+33
166
$254K 0.04%
4,773
167
$248K 0.04%
682
+48
168
$248K 0.04%
3,319
-1,636
169
$247K 0.04%
2,422
+78
170
$246K 0.04%
2,872
171
$244K 0.04%
+6,663
172
$240K 0.04%
3,980
+20
173
$239K 0.04%
2,500
-300
174
$236K 0.04%
+600
175
$234K 0.04%
7,284
4 5 6
7
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