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
$599M
AUM Growth
+$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$4.14M
2
+$2.58M
3
+$2.25M
4
AAPL icon
Apple
AAPL
+$1.23M
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$1.11M

Top Sells

1
+$2.4M
2
+$1.4M
3
+$849K
4
XLB icon
Materials Select Sector SPDR Fund
XLB
+$502K
5
REMX icon
VanEck Rare Earth/Strategic Metals ETF
REMX
+$372K

Sector Composition

1 Technology 18.49%
2 Financials 6.91%
3 Consumer Discretionary 6.12%
4 Communication Services 5.75%
5 Healthcare 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$247K 0.04%
4,948
+175
177
$240K 0.04%
2,500
178
$230K 0.04%
3,835
-145
179
$229K 0.04%
581
-19
180
$225K 0.04%
10,422
181
$221K 0.04%
+3,530
182
$217K 0.04%
612
183
$217K 0.04%
7,284
184
$216K 0.04%
+3,940
185
$214K 0.04%
+3,870
186
$214K 0.04%
1,609
187
$214K 0.04%
4,461
+115
188
$210K 0.04%
+3,397
189
$208K 0.03%
+4,011
190
$201K 0.03%
2,870
-2
191
$110K 0.02%
10,452
+59
192
$102K 0.02%
13,000
193
$85K 0.01%
15,678
194
$45K 0.01%
+1,250
195
$23K ﹤0.01%
+1,000
196
– –
0
197
$7K ﹤0.01%
67
198
– –
-3,019
199
– –
-4,222
200
– –
-6,104
5 6 7
8
9