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
$768M
AUM Growth
-$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$2.65M
3
+$2.56M
4
VUG icon
Vanguard Growth ETF
VUG
+$2.49M
5
NVDA icon
NVIDIA
NVDA
+$2.36M

Top Sells

1
+$3.3M
2
+$1.22M
3
+$709K
4
AAPL icon
Apple
AAPL
+$467K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$448K

Sector Composition

1 Technology 25.26%
2 Financials 6.57%
3 Industrials 5.23%
4 Communication Services 4.65%
5 Consumer Discretionary 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$441K 0.06%
4,805
-2,150
152
$433K 0.06%
4,754
-36,215
153
$430K 0.06%
1,518
+8
154
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8,487
-240
155
$422K 0.06%
4,000
156
$421K 0.05%
8,344
157
$419K 0.05%
2,201
-20
158
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75,353
159
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-6
160
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3,636
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161
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5,333
+25
162
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8,600
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163
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3,061
164
$360K 0.05%
575
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$352K 0.05%
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166
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169
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170
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171
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3,991
172
$330K 0.04%
2,203
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173
$327K 0.04%
702
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174
$327K 0.04%
1,338
175
$323K 0.04%
2,652
-543
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7
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