HWA

HCR Wealth Advisors Portfolio holdings

AUM $964M
1-Year Est. Return 24.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$966M
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$2.18M
3
+$1.94M
4
AAPL icon
Apple
AAPL
+$1.68M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.67M

Top Sells

1
+$1.36M
2
+$911K
3
+$494K
4
ORCL icon
Oracle
ORCL
+$455K
5
DE icon
Deere & Co
DE
+$292K

Sector Composition

1 Technology 27.36%
2 Financials 5.92%
3 Industrials 5.41%
4 Communication Services 5.37%
5 Consumer Discretionary 4.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$456K 0.05%
8,545
+327
152
$454K 0.05%
8,403
+1,362
153
$453K 0.05%
1,574
154
$451K 0.05%
4,039
-315
155
$449K 0.05%
4,722
156
$445K 0.05%
3,572
-59
157
$444K 0.05%
2,144
-136
158
$433K 0.04%
3,672
159
$433K 0.04%
2,069
-149
160
$427K 0.04%
4,000
161
$426K 0.04%
924
162
$423K 0.04%
8,344
163
$412K 0.04%
4,604
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164
$409K 0.04%
5,300
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165
$408K 0.04%
2,873
-500
166
$405K 0.04%
2,709
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167
$402K 0.04%
4,491
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168
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11,315
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169
$389K 0.04%
4,255
-50
170
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8,000
171
$377K 0.04%
3,913
172
$376K 0.04%
2,638
-7
173
$373K 0.04%
5,133
174
$369K 0.04%
1,546
-135
175
$366K 0.04%
6,837
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7
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