HWA

HCR Wealth Advisors Portfolio holdings

AUM $1.01B
1-Year Est. Return 20.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$288M
AUM Growth
+$2.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1 +$1.54M
2 +$1.33M
3 +$1.23M
4
INTC icon
Intel
INTC
+$1.08M
5
BA icon
Boeing
BA
+$876K

Top Sells

1 +$2.69M
2 +$568K
3 +$398K
4
ITB icon
iShares US Home Construction ETF
ITB
+$372K
5
QCOM icon
Qualcomm
QCOM
+$339K

Sector Composition

1 Technology 15.24%
2 Financials 9.9%
3 Communication Services 6.98%
4 Consumer Discretionary 5.12%
5 Consumer Staples 4.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-7,700
177
$0 ﹤0.01%
11,200
178
-23,127
179
$0 ﹤0.01%
16,428