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
$505M
AUM Growth
+$28.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1 +$4.31M
2 +$1.97M
3 +$963K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$880K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$430K

Top Sells

1 +$8.92M
2 +$4.37M
3 +$1.12M
4
ESMT
EngageSmart, Inc.
ESMT
+$1.02M
5
VUG icon
Vanguard Growth ETF
VUG
+$523K

Sector Composition

1 Technology 24.53%
2 Financials 5.99%
3 Consumer Discretionary 5.55%
4 Communication Services 3.89%
5 Healthcare 3.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-5
177
-7,350
178
-12,000
179
-10,039
180
-4,393
181
-3,542
182
-1,538
183
-1,200
184
-924