HWA

HCR Wealth Advisors Portfolio holdings

AUM $1.01B
1-Year Est. Return 20.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$426M
AUM Growth
+$76.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$36.3M
2
+$7.84M
3
+$2.64M
4
LHX icon
L3Harris
LHX
+$1.91M
5
AAPL icon
Apple
AAPL
+$1.81M

Top Sells

1
+$14.5M
2
+$11.5M
3
+$2.97M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.71M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.59M

Sector Composition

1 Technology 25.69%
2 Communication Services 5.73%
3 Consumer Discretionary 5.64%
4 Financials 4.86%
5 Consumer Staples 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$25K 0.01%
218
202
$24K 0.01%
353
203
$22K 0.01%
+430
204
$20K ﹤0.01%
203
205
$20K ﹤0.01%
500
206
$19K ﹤0.01%
320
207
$19K ﹤0.01%
370
208
$18K ﹤0.01%
+540
209
$18K ﹤0.01%
+100
210
$17K ﹤0.01%
990
+30
211
$17K ﹤0.01%
+833
212
$17K ﹤0.01%
260
213
$16K ﹤0.01%
441
214
$15K ﹤0.01%
379
215
$15K ﹤0.01%
5
-20
216
$14K ﹤0.01%
+10
217
$14K ﹤0.01%
235
218
$14K ﹤0.01%
7
219
$12K ﹤0.01%
+510
220
$12K ﹤0.01%
270
221
$12K ﹤0.01%
380
222
$12K ﹤0.01%
73
223
$12K ﹤0.01%
+130
224
$11K ﹤0.01%
300
225
$11K ﹤0.01%
57
7 8
9
10 11