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
$768M
AUM Growth
-$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$2.65M
3
+$2.56M
4
VUG icon
Vanguard Growth ETF
VUG
+$2.49M
5
NVDA icon
NVIDIA
NVDA
+$2.36M

Top Sells

1
+$3.3M
2
+$1.22M
3
+$709K
4
AAPL icon
Apple
AAPL
+$467K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$448K

Sector Composition

1 Technology 25.26%
2 Financials 6.57%
3 Industrials 5.23%
4 Communication Services 4.65%
5 Consumer Discretionary 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$315K 0.04%
+3,823
177
$308K 0.04%
3,071
-100
178
$303K 0.04%
993
+197
179
$301K 0.04%
4,195
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180
$298K 0.04%
+12,053
181
$296K 0.04%
2,578
182
$296K 0.04%
14,948
183
$290K 0.04%
12,386
+2
184
$289K 0.04%
2,627
-2
185
$286K 0.04%
3,038
186
$285K 0.04%
13,000
-5,000
187
$284K 0.04%
4,479
+1
188
$284K 0.04%
12,385
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189
$279K 0.04%
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190
$274K 0.04%
584
191
$271K 0.04%
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192
$270K 0.04%
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193
$268K 0.03%
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194
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195
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807
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196
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514
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197
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5,500
198
$253K 0.03%
10,050
199
$249K 0.03%
924
200
$245K 0.03%
4,474
-1,109
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8
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