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
$478M
AUM Growth
+$40.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$2.35M
3
+$1.92M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.8M
5
MC icon
Moelis & Co
MC
+$1.38M

Top Sells

1
+$13.7M
2
+$13.2M
3
+$3.32M
4
ABBV icon
AbbVie
ABBV
+$2.66M
5
NEE icon
NextEra Energy
NEE
+$1.14M

Sector Composition

1 Technology 24.88%
2 Consumer Discretionary 7.7%
3 Communication Services 7.32%
4 Financials 7.24%
5 Consumer Staples 4.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$62K 0.01%
559
202
$61K 0.01%
2,732
+148
203
$58K 0.01%
520
+65
204
$57K 0.01%
+2,508
205
$57K 0.01%
435
+160
206
$55K 0.01%
630
207
$54K 0.01%
1,045
+80
208
$50K 0.01%
812
209
$44K 0.01%
1,325
210
$42K 0.01%
+626
211
$40K 0.01%
2,037
+447
212
$37K 0.01%
225
+185
213
$36K 0.01%
127
+26
214
$36K 0.01%
2,020
215
$34K 0.01%
306
216
$34K 0.01%
13,000
217
$33K 0.01%
426
-126
218
$33K 0.01%
600
219
$32K 0.01%
423
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220
$29K 0.01%
218
221
$28K 0.01%
653
-100
222
$28K 0.01%
500
223
$27K 0.01%
304
+2
224
$27K 0.01%
353
225
$27K 0.01%
+740
7 8
9
10 11