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
$612M
AUM Growth
-$33.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$34.2M
2
+$13.3M
3
+$7.19M
4
NXST icon
Nexstar Media Group
NXST
+$1.84M
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$1.49M

Top Sells

1
+$14.5M
2
+$13.5M
3
+$6.26M
4
IYF icon
iShares US Financials ETF
IYF
+$6.17M
5
VHT icon
Vanguard Health Care ETF
VHT
+$5.91M

Sector Composition

1 Technology 22.3%
2 Financials 6.14%
3 Consumer Discretionary 5.56%
4 Communication Services 5.28%
5 Healthcare 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
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202
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-8,942
203
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204
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-618
205
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-10,000
206
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-391,725
207
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-55,962
208
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-2,559
209
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210
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-2,622
5 6 7 8
9