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
$456M
AUM Growth
-$83.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.69M
3
+$1.56M
4
DE icon
Deere & Co
DE
+$1.3M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.06M

Top Sells

1
+$10M
2
+$8.36M
3
+$6.93M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$3.45M
5
VUG icon
Vanguard Growth ETF
VUG
+$2.43M

Sector Composition

1 Technology 27.05%
2 Financials 5.88%
3 Consumer Discretionary 5.15%
4 Communication Services 4.49%
5 Consumer Staples 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
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