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
$645M
AUM Growth
+$45.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$5.6M
2
+$2.74M
3
+$2.62M
4
PANW icon
Palo Alto Networks
PANW
+$1.67M
5
PYPL icon
PayPal
PYPL
+$1.45M

Top Sells

1
+$6.66M
2
+$6.41M
3
+$3.57M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$2.14M
5
COR
Coresite Realty Corporation
COR
+$1.54M

Sector Composition

1 Technology 21.88%
2 Financials 6.49%
3 Consumer Discretionary 6.19%
4 Communication Services 5.3%
5 Healthcare 4.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$398K 0.06%
19,158
152
$397K 0.06%
12,050
-1,065
153
$379K 0.06%
1,042
+1
154
$372K 0.06%
3,221
155
$367K 0.06%
5,519
+215
156
$357K 0.06%
22,135
-1,250
157
$348K 0.05%
+2,184
158
$337K 0.05%
8,388
-155
159
$336K 0.05%
809
+175
160
$330K 0.05%
2,000
161
$308K 0.05%
1,114
162
$307K 0.05%
10,220
163
$302K 0.05%
3,193
-135
164
$297K 0.05%
4,957
+451
165
$291K 0.05%
4,950
166
$290K 0.04%
1,775
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167
$280K 0.04%
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168
$279K 0.04%
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169
$275K 0.04%
3,197
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170
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14,761
-101
171
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7,299
+15
172
$268K 0.04%
6,868
+205
173
$266K 0.04%
2,500
174
$265K 0.04%
608
+27
175
$252K 0.04%
2,207
-37
5 6
7
8 9