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
$476M
AUM Growth
+$5.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$299K
3
+$262K
4
MSFT icon
Microsoft
MSFT
+$249K
5
CDZI icon
Cadiz
CDZI
+$240K

Top Sells

1
+$1.33M
2
+$1.27M
3
+$802K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$769K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$687K

Sector Composition

1 Technology 20.65%
2 Financials 6.03%
3 Consumer Discretionary 5.23%
4 Healthcare 4.22%
5 Communication Services 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$15.5K ﹤0.01%
+1,200
177
$15.3K ﹤0.01%
+5
178
$1.64K ﹤0.01%
+80
179
– –
-2,000
180
– –
-32,881
181
– –
-634
182
– –
-7,316
4 5 6 7
8