HWA
HCR Wealth Advisors Portfolio holdings
AUM
$850M
This Quarter Return
+11.13%
1 Year Return
+16.6%
3 Year Return
+74.65%
5 Year Return
+132.44%
10 Year Return
–
AUM
$850M
AUM Growth
+$850M
(+11%)
Cap. Flow
+$14.8M
Cap. Flow
% of AUM
1.74%
Top 10 Holdings %
Top 10 Hldgs %
56.19%
Holding
245
New
15
Increased
84
Reduced
90
Closed
8
Top Buys
| 1 |
Vanguard High Dividend Yield ETF
VYM
|
$2.87M |
| 2 |
Vanguard Growth ETF
VUG
|
$2.5M |
| 3 |
NVIDIA
NVDA
|
$1.37M |
| 4 |
BlackRock Flexible Income ETF
BINC
|
$1.36M |
| 5 |
Janus Henderson AAA CLO ETF
JAAA
|
$1.06M |
Top Sells
Sector Composition
| 1 | Technology | 25.31% |
| 2 | Financials | 6.31% |
| 3 | Industrials | 5.65% |
| 4 | Communication Services | 5.18% |
| 5 | Consumer Discretionary | 4.21% |
