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
$498M
AUM Growth
-$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$6.34M
2
+$6.34M
3
+$5.64M
4
ESMT
EngageSmart, Inc.
ESMT
+$1.51M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$526K

Top Sells

1
+$7.7M
2
+$4.21M
3
+$3.63M
4
AMT icon
American Tower
AMT
+$2.96M
5
REM icon
iShares Mortgage Real Estate ETF
REM
+$2.01M

Sector Composition

1 Technology 21.52%
2 Financials 5.74%
3 Consumer Discretionary 5.69%
4 Communication Services 4.95%
5 Healthcare 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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177
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