HWA

HCR Wealth Advisors Portfolio holdings

AUM $964M
1-Year Est. Return 24.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$966M
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$2.18M
3
+$1.94M
4
AAPL icon
Apple
AAPL
+$1.68M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.67M

Top Sells

1
+$1.36M
2
+$911K
3
+$494K
4
ORCL icon
Oracle
ORCL
+$455K
5
DE icon
Deere & Co
DE
+$292K

Sector Composition

1 Technology 27.36%
2 Financials 5.92%
3 Industrials 5.41%
4 Communication Services 5.37%
5 Consumer Discretionary 4.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$364K 0.04%
1,493
-3
177
$355K 0.04%
345
+1
178
$355K 0.04%
74,874
+25,874
179
$352K 0.04%
3,170
-1,175
180
$352K 0.04%
14,948
181
$350K 0.04%
5,015
182
$348K 0.04%
2,550
+22
183
$348K 0.04%
12,391
+2
184
$341K 0.04%
4,557
185
$338K 0.04%
702
186
$332K 0.03%
2,125
+650
187
$316K 0.03%
3,069
-2
188
$313K 0.03%
2,200
+7
189
$297K 0.03%
5,156
+475
190
$294K 0.03%
695
-2
191
$286K 0.03%
1,023
192
$286K 0.03%
473
-1
193
$283K 0.03%
+3,211
194
$276K 0.03%
6,140
195
$275K 0.03%
4,673
+193
196
$272K 0.03%
6,000
197
$271K 0.03%
3,319
-4
198
$266K 0.03%
1,334
-4
199
$264K 0.03%
7,427
200
$263K 0.03%
1,025
-2
6 7
8
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