HWA

HCR Wealth Advisors Portfolio holdings

AUM $1.01B
1-Year Est. Return 20.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$286M
AUM Growth
+$48.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1 +$27.4M
2 +$23.3M
3 +$3.67M
4
VUG icon
Vanguard Growth ETF
VUG
+$2.13M
5
BABA icon
Alibaba
BABA
+$1.29M

Top Sells

1 +$424K
2 +$384K
3 +$382K
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$344K
5
SPG icon
Simon Property Group
SPG
+$334K

Sector Composition

1 Technology 14.72%
2 Financials 9.56%
3 Communication Services 7.26%
4 Consumer Staples 5.49%
5 Consumer Discretionary 4.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$0 ﹤0.01%
+11,200
177
-2,071
178
$0 ﹤0.01%
+16,428