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
$426M
AUM Growth
+$76.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$33.6M
2
+$7.92M
3
+$2.98M
4
AAPL icon
Apple
AAPL
+$2.13M
5
LHX icon
L3Harris
LHX
+$1.73M

Top Sells

1
+$14.3M
2
+$11.6M
3
+$2.97M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.71M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.76M

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
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$22K 0.01%
+430
204
$20K ﹤0.01%
203
205
$20K ﹤0.01%
500
206
$19K ﹤0.01%
320
207
$19K ﹤0.01%
185
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%
130
213
$16K ﹤0.01%
441
214
$15K ﹤0.01%
379
215
$15K ﹤0.01%
5
-20
216
$14K ﹤0.01%
167
217
$14K ﹤0.01%
+10
218
$14K ﹤0.01%
235
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