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
$633M
AUM Growth
+$177M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$13.8M
3
+$13.4M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$10.5M
5
AAPL icon
Apple
AAPL
+$8.53M

Top Sells

1
+$1.69M
2
+$1.48M
3
+$1.44M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.11M
5
PSA icon
Public Storage
PSA
+$936K

Sector Composition

1 Technology 24.62%
2 Financials 6.16%
3 Industrials 5.9%
4 Consumer Discretionary 4.72%
5 Communication Services 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$240K 0.04%
+684
177
$239K 0.04%
+6,300
178
$236K 0.04%
19,041
179
$234K 0.04%
+600
180
$234K 0.04%
+1,787
181
$234K 0.04%
+9,890
182
$233K 0.04%
+514
183
$229K 0.04%
5,706
-329
184
$228K 0.04%
+5,209
185
$223K 0.04%
22,000
186
$220K 0.03%
12,823
+1,750
187
$220K 0.03%
+1,355
188
$218K 0.03%
+2,730
189
$215K 0.03%
+3,555
190
$214K 0.03%
+2,352
191
$214K 0.03%
+6,002
192
$213K 0.03%
+7,126
193
$212K 0.03%
+425
194
$211K 0.03%
+3,058
195
$211K 0.03%
+6,000
196
$206K 0.03%
5,000
197
$203K 0.03%
+4,038
198
$202K 0.03%
10,000
199
$201K 0.03%
+362
200
$200K 0.03%
+2,778
5 6 7
8
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