HWA

HCR Wealth Advisors Portfolio holdings

AUM $964M
1-Year Est. Return 24.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$645M
AUM Growth
+$45.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$5.46M
2
+$2.57M
3
+$2.51M
4
PYPL icon
PayPal
PYPL
+$1.66M
5
PANW icon
Palo Alto Networks
PANW
+$1.56M

Top Sells

1
+$6.78M
2
+$6.14M
3
+$3.57M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$2.08M
5
COR
Coresite Realty Corporation
COR
+$1.54M

Sector Composition

1 Technology 21.88%
2 Financials 6.49%
3 Consumer Discretionary 6.19%
4 Communication Services 5.3%
5 Healthcare 4.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$72K 0.01%
+10,000
202
– –
-11,124
203
– –
-1,000
204
– –
0
205
– –
-7,130
206
– –
-1,503
207
– –
-3,870
208
– –
-3,397
209
– –
-4,461
210
– –
-1
211
– –
-128,321
5 6 7 8
9