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
$700M
AUM Growth
+$40.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$1.34M
3
+$880K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$657K
5
VUG icon
Vanguard Growth ETF
VUG
+$548K

Top Sells

1
+$2.45M
2
+$2.29M
3
+$1.01M
4
SH icon
ProShares Short S&P500
SH
+$666K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$345K

Sector Composition

1 Technology 27.17%
2 Financials 5.72%
3 Industrials 5.38%
4 Communication Services 5.1%
5 Consumer Discretionary 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$291K 0.04%
277
177
$291K 0.04%
4,490
178
$289K 0.04%
15,028
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179
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180
$276K 0.04%
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181
$272K 0.04%
822
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182
$268K 0.04%
883
183
$265K 0.04%
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184
$264K 0.04%
2,237
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185
$264K 0.04%
3,651
186
$260K 0.04%
5,500
-4,500
187
$257K 0.04%
3,058
188
$257K 0.04%
4,100
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189
$256K 0.04%
10,050
190
$253K 0.04%
600
191
$249K 0.04%
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192
$249K 0.04%
7,015
193
$248K 0.04%
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194
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195
$241K 0.03%
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196
$235K 0.03%
3,304
197
$234K 0.03%
+1,373
198
$234K 0.03%
9,842
199
$231K 0.03%
528
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200
$231K 0.03%
701
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