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
$633M
AUM Growth
+$177M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1 +$19.5M
2 +$13.8M
3 +$13.4M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$10.5M
5
AAPL icon
Apple
AAPL
+$8.53M

Top Sells

1 +$1.69M
2 +$1.48M
3 +$1.44M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.11M
5
PSA icon
Public Storage
PSA
+$936K

Sector Composition

1 Technology 24.62%
2 Financials 6.16%
3 Industrials 5.9%
4 Consumer Discretionary 4.72%
5 Communication Services 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$319K 0.05%
5,097
-87
152
$317K 0.05%
+419
153
$316K 0.05%
+3,991
154
$315K 0.05%
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155
$310K 0.05%
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156
$309K 0.05%
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157
$299K 0.05%
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158
$292K 0.05%
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$291K 0.05%
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$287K 0.05%
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20,022
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$243K 0.04%
812
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$240K 0.04%
3,651
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175
$240K 0.04%
+1,507