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
$764M
AUM Growth
+$64.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$4.39M
3
+$2.75M
4
CSM icon
ProShares Large Cap Core Plus
CSM
+$1.35M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$951K

Top Sells

1
+$6.14M
2
+$1.01M
3
+$915K
4
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$671K
5
IBB icon
iShares Biotechnology ETF
IBB
+$400K

Sector Composition

1 Technology 26.88%
2 Financials 5.78%
3 Industrials 5.09%
4 Communication Services 4.68%
5 Consumer Discretionary 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$256K 0.03%
5,647
-218
202
$254K 0.03%
924
203
$249K 0.03%
+2,999
204
$245K 0.03%
+2,363
205
$244K 0.03%
6,000
206
$241K 0.03%
3,651
207
$240K 0.03%
1,023
208
$238K 0.03%
1,400
+15
209
$236K 0.03%
292
-300
210
$234K 0.03%
+1,503
211
$234K 0.03%
+676
212
$229K 0.03%
425
213
$229K 0.03%
6,092
214
$228K 0.03%
+2,186
215
$227K 0.03%
8,482
-228,798
216
$215K 0.03%
+1,737
217
$215K 0.03%
226
-63
218
$210K 0.03%
19,041
219
$210K 0.03%
+5,035
220
$207K 0.03%
+2,319
221
$202K 0.03%
+2,414
222
$201K 0.03%
+2,536
223
$200K 0.03%
+7,098
224
$180K 0.02%
13,000
225
$178K 0.02%
10,000
6 7 8
9
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