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
$700M
AUM Growth
+$40.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$1.34M
3
+$880K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$657K
5
VUG icon
Vanguard Growth ETF
VUG
+$548K

Top Sells

1
+$2.45M
2
+$2.29M
3
+$1.01M
4
SH icon
ProShares Short S&P500
SH
+$666K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$345K

Sector Composition

1 Technology 27.17%
2 Financials 5.72%
3 Industrials 5.38%
4 Communication Services 5.1%
5 Consumer Discretionary 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$385K 0.06%
1,290
-301
152
$385K 0.06%
23,166
-7,377
153
$383K 0.05%
592
+275
154
$381K 0.05%
5,372
+135
155
$377K 0.05%
369
156
$372K 0.05%
3,929
+1
157
$371K 0.05%
2,631
+27
158
$369K 0.05%
2,238
+10
159
$360K 0.05%
2,627
-48
160
$358K 0.05%
+4,593
161
$352K 0.05%
3,991
162
$335K 0.05%
2,536
+170
163
$331K 0.05%
5,098
+1
164
$329K 0.05%
9,684
-552
165
$320K 0.05%
+1,019
166
$318K 0.05%
1,238
+59
167
$318K 0.05%
534
168
$314K 0.04%
2,156
+363
169
$314K 0.04%
+621
170
$314K 0.04%
2,885
171
$313K 0.04%
1,507
172
$310K 0.04%
+5,000
173
$309K 0.04%
1,467
174
$303K 0.04%
1,754
175
$294K 0.04%
669
5 6
7
8 9