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
$645M
AUM Growth
+$45.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$5.6M
2
+$2.74M
3
+$2.62M
4
PANW icon
Palo Alto Networks
PANW
+$1.67M
5
PYPL icon
PayPal
PYPL
+$1.45M

Top Sells

1
+$6.66M
2
+$6.41M
3
+$3.57M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$2.14M
5
COR
Coresite Realty Corporation
COR
+$1.54M

Sector Composition

1 Technology 21.88%
2 Financials 6.49%
3 Consumer Discretionary 6.19%
4 Communication Services 5.3%
5 Healthcare 4.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$241K 0.04%
10,422
177
$239K 0.04%
612
178
$238K 0.04%
+3,588
179
$237K 0.04%
2,155
-218
180
$234K 0.04%
3,840
-100
181
$232K 0.04%
3,839
+4
182
$222K 0.03%
+2,606
183
$220K 0.03%
3,530
184
$219K 0.03%
4,948
185
$219K 0.03%
+5,000
186
$219K 0.03%
4,045
+34
187
$218K 0.03%
+618
188
$213K 0.03%
+994
189
$211K 0.03%
+230
190
$210K 0.03%
+2,178
191
$207K 0.03%
1,549
-60
192
$203K 0.03%
+524
193
$202K 0.03%
+2,622
194
$202K 0.03%
2,792
-78
195
$202K 0.03%
11,073
-140
196
$200K 0.03%
+387
197
$144K 0.02%
13,000
198
$106K 0.02%
10,513
+61
199
$98K 0.02%
15,678
200
$78K 0.01%
2,500
+1,250
5 6 7
8
9