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%
+2,820
155
$310K 0.05%
+1,179
156
$309K 0.05%
2,441
+118
157
$299K 0.05%
638
-230
158
$292K 0.05%
+1,541
159
$291K 0.05%
932
+122
160
$287K 0.05%
1,754
+216
161
$278K 0.04%
2,568
+68
162
$275K 0.04%
3,802
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163
$275K 0.04%
534
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164
$274K 0.04%
+14,828
165
$268K 0.04%
+2,574
166
$266K 0.04%
1,953
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167
$258K 0.04%
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168
$254K 0.04%
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169
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2,528
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170
$252K 0.04%
3,479
-43
171
$248K 0.04%
282
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172
$244K 0.04%
20,022
+1,948
173
$243K 0.04%
812
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174
$240K 0.04%
3,651
+66
175
$240K 0.04%
+1,507
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