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
$768M
AUM Growth
-$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$2.65M
3
+$2.56M
4
VUG icon
Vanguard Growth ETF
VUG
+$2.49M
5
NVDA icon
NVIDIA
NVDA
+$2.36M

Top Sells

1
+$3.3M
2
+$1.22M
3
+$709K
4
AAPL icon
Apple
AAPL
+$467K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$448K

Sector Composition

1 Technology 25.26%
2 Financials 6.57%
3 Industrials 5.23%
4 Communication Services 4.65%
5 Consumer Discretionary 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$245K 0.03%
2,611
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202
$243K 0.03%
+2,195
203
$242K 0.03%
6,000
204
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205
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206
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207
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5,212
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208
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209
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210
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344
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211
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212
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213
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214
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215
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216
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217
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219
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220
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221
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222
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223
$204K 0.03%
4,058
-1,050
224
$201K 0.03%
+7,188
225
$185K 0.02%
10,000
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9
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