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
$576M
AUM Growth
+$70.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$17.7M
2
+$7.64M
3
+$4.84M
4
BA icon
Boeing
BA
+$2.99M
5
FCX icon
Freeport-McMoran
FCX
+$1.62M

Top Sells

1
+$1.85M
2
+$1.27M
3
+$932K
4
VUG icon
Vanguard Growth ETF
VUG
+$674K
5
MGNI icon
Magnite
MGNI
+$541K

Sector Composition

1 Technology 17.86%
2 Financials 7.19%
3 Consumer Discretionary 6.09%
4 Communication Services 5.89%
5 Healthcare 4.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$230K 0.04%
+500
177
$225K 0.04%
1,609
178
$222K 0.04%
+1,066
179
$222K 0.04%
+612
180
$215K 0.04%
10,422
181
$212K 0.04%
+3,394
182
$208K 0.04%
+3,019
183
$207K 0.04%
+4,346
184
$201K 0.03%
+3,524
185
$201K 0.03%
+230
186
$111K 0.02%
10,393
+64
187
$83K 0.01%
15,678
188
$61K 0.01%
13,000
189
$43K 0.01%
3,333
190
$6K ﹤0.01%
67
191
– –
-3,062
192
– –
-6,717
193
– –
-13,000
194
– –
-3,400
195
– –
-280
196
– –
-6,648
4 5 6 7
8