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
$599M
AUM Growth
+$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$4.14M
2
+$2.58M
3
+$2.25M
4
AAPL icon
Apple
AAPL
+$1.23M
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$1.11M

Top Sells

1
+$2.4M
2
+$1.4M
3
+$849K
4
XLB icon
Materials Select Sector SPDR Fund
XLB
+$502K
5
REMX icon
VanEck Rare Earth/Strategic Metals ETF
REMX
+$372K

Sector Composition

1 Technology 18.49%
2 Financials 6.91%
3 Consumer Discretionary 6.12%
4 Communication Services 5.75%
5 Healthcare 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$399K 0.07%
6,302
-102
152
$398K 0.07%
3,126
-32
153
$398K 0.07%
19,041
154
$396K 0.07%
3,221
155
$385K 0.06%
4,082
156
$381K 0.06%
8,543
+75
157
$377K 0.06%
3,243
+12
158
$368K 0.06%
3,328
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159
$352K 0.06%
1,041
160
$342K 0.06%
2,000
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161
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4,950
-21
162
$314K 0.05%
634
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163
$312K 0.05%
1,149
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164
$306K 0.05%
10,220
165
$303K 0.05%
14,862
166
$296K 0.05%
1,503
-1,235
167
$296K 0.05%
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168
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3,291
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169
$271K 0.05%
19,158
+200
170
$270K 0.05%
+11,213
171
$259K 0.04%
+4,506
172
$258K 0.04%
2,244
-165
173
$257K 0.04%
1,114
-43
174
$250K 0.04%
6,663
175
$248K 0.04%
2,373
-49
5 6
7
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