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
$471M
AUM Growth
-$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$3.57M
2
+$3.25M
3
+$2.13M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$856K
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$406K

Top Sells

1
+$4.45M
2
+$1.63M
3
+$1.57M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$921K
5
AN icon
AutoNation
AN
+$826K

Sector Composition

1 Technology 22.29%
2 Financials 5.65%
3 Consumer Discretionary 5.56%
4 Healthcare 3.91%
5 Communication Services 3.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-27,334
177
– –
-2,000
178
– –
-4,248
179
– –
-2,500
180
– –
-2,025
181
– –
-10,011
4 5 6 7
8