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
$478M
AUM Growth
+$40.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$2.35M
3
+$1.92M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.8M
5
MC icon
Moelis & Co
MC
+$1.38M

Top Sells

1
+$13.7M
2
+$13.2M
3
+$3.32M
4
ABBV icon
AbbVie
ABBV
+$2.66M
5
NEE icon
NextEra Energy
NEE
+$1.14M

Sector Composition

1 Technology 24.88%
2 Consumer Discretionary 7.7%
3 Communication Services 7.32%
4 Financials 7.24%
5 Consumer Staples 4.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$170K 0.04%
454
+369
177
$163K 0.03%
18,518
+200
178
$153K 0.03%
953
+653
179
$140K 0.03%
+1,606
180
$135K 0.03%
688
181
$134K 0.03%
2,395
+700
182
$126K 0.03%
+1,822
183
$120K 0.03%
349
+92
184
$115K 0.02%
1,420
185
$113K 0.02%
1,838
186
$104K 0.02%
1,120
187
$99K 0.02%
1,372
+730
188
$96K 0.02%
452
189
$93K 0.02%
+2,130
190
$87K 0.02%
1,406
+32
191
$84K 0.02%
5,556
+546
192
$84K 0.02%
1,200
193
$84K 0.02%
+1,533
194
$82K 0.02%
2,797
+150
195
$80K 0.02%
466
196
$68K 0.01%
+3,272
197
$66K 0.01%
2,190
198
$65K 0.01%
1,020
199
$64K 0.01%
16,253
-1,000
200
$63K 0.01%
+1,100
6 7
8
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