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
$764M
AUM Growth
+$64.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$4.39M
3
+$2.75M
4
CSM icon
ProShares Large Cap Core Plus
CSM
+$1.35M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$951K

Top Sells

1
+$6.14M
2
+$1.01M
3
+$915K
4
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$671K
5
IBB icon
iShares Biotechnology ETF
IBB
+$400K

Sector Composition

1 Technology 26.88%
2 Financials 5.78%
3 Industrials 5.09%
4 Communication Services 4.68%
5 Consumer Discretionary 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$434K 0.06%
8,344
152
$429K 0.06%
4,124
+195
153
$425K 0.06%
4,000
154
$423K 0.06%
5,062
155
$420K 0.05%
2,000
156
$414K 0.05%
75,353
157
$399K 0.05%
18,000
158
$397K 0.05%
2,287
-504
159
$391K 0.05%
619
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160
$388K 0.05%
1,754
161
$386K 0.05%
6,700
+2,600
162
$383K 0.05%
9,613
-71
163
$382K 0.05%
1,507
164
$381K 0.05%
5,308
+210
165
$375K 0.05%
3,188
+1,250
166
$372K 0.05%
1,358
+120
167
$367K 0.05%
3,991
168
$358K 0.05%
2,627
169
$346K 0.05%
2,314
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170
$343K 0.04%
5,025
+535
171
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2,604
-27
172
$340K 0.04%
2,206
+50
173
$335K 0.04%
948
+65
174
$327K 0.04%
1,467
175
$325K 0.04%
3,568
-1,025
5 6
7
8 9