HWA
HCR Wealth Advisors Portfolio holdings
AUM
$850M
1-Year Return
16.6%
This Quarter Return
+1.17%
1 Year Return
+16.6%
3 Year Return
+74.65%
5 Year Return
+132.44%
10 Year Return
–
AUM
$599M
AUM Growth
+$23.2M
(+4%)
Cap. Flow
+$19.3M
Cap. Flow
% of AUM
3.21%
Top 10 Holdings %
Top 10 Hldgs %
49.93%
Holding
208
New
17
Increased
86
Reduced
53
Closed
11
Top Buys
| 1 |
Vanguard Information Technology ETF
VGT
|
$4.14M |
| 2 |
CVS Health
CVS
|
$2.58M |
| 3 |
iShares Mortgage Real Estate ETF
REM
|
$2.25M |
| 4 |
Apple
AAPL
|
$1.23M |
| 5 |
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
|
$1.11M |
Top Sells
Sector Composition
| 1 | Technology | 18.49% |
| 2 | Financials | 6.91% |
| 3 | Consumer Discretionary | 6.12% |
| 4 | Communication Services | 5.75% |
| 5 | Healthcare | 4.6% |
