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
$426M
AUM Growth
+$76.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$33.6M
2
+$7.92M
3
+$2.98M
4
AAPL icon
Apple
AAPL
+$2.13M
5
LHX icon
L3Harris
LHX
+$1.73M

Top Sells

1
+$14.3M
2
+$11.6M
3
+$2.97M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.71M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.76M

Sector Composition

1 Technology 25.69%
2 Communication Services 5.73%
3 Consumer Discretionary 5.64%
4 Financials 4.86%
5 Consumer Staples 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$60K 0.01%
2,190
177
$55K 0.01%
+1,716
178
$51K 0.01%
630
179
$49K 0.01%
3,036
-4,992
180
$46K 0.01%
+430
181
$41K 0.01%
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182
$40K 0.01%
552
183
$38K 0.01%
+533
184
$38K 0.01%
+56
185
$36K 0.01%
1,325
186
$36K 0.01%
965
187
$34K 0.01%
+306
188
$34K 0.01%
1,451
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189
$34K 0.01%
429
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190
$33K 0.01%
600
191
$33K 0.01%
600
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192
$31K 0.01%
1,881
-120
193
$30K 0.01%
2,020
-3,818
194
$29K 0.01%
903
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195
$28K 0.01%
100
196
$26K 0.01%
+294
197
$26K 0.01%
127
198
$26K 0.01%
150
199
$25K 0.01%
373
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200
$25K 0.01%
382
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