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
$305M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1 +$25.5M
2 +$2.58M
3 +$2.38M
4
EZM icon
WisdomTree US MidCap Fund
EZM
+$900K
5
AAPL icon
Apple
AAPL
+$591K

Sector Composition

1 Technology 16.11%
2 Financials 9.58%
3 Communication Services 7.55%
4 Consumer Discretionary 5.01%
5 Consumer Staples 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-6,296
177
$0 ﹤0.01%
16,428