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
$599M
AUM Growth
+$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1 +$4.14M
2 +$2.58M
3 +$2.25M
4
AAPL icon
Apple
AAPL
+$1.23M
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$1.11M

Sector Composition

1 Technology 18.49%
2 Financials 6.91%
3 Consumer Discretionary 6.12%
4 Communication Services 5.75%
5 Healthcare 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-2,462
202
-1,066
203
-500
204
-3,333
205
-3,394
206
-3,524
207
-230
208
-2,342