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
$966M
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$2.18M
3
+$1.94M
4
AAPL icon
Apple
AAPL
+$1.68M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.67M

Top Sells

1
+$1.36M
2
+$911K
3
+$494K
4
ORCL icon
Oracle
ORCL
+$455K
5
DE icon
Deere & Co
DE
+$292K

Sector Composition

1 Technology 27.36%
2 Financials 5.92%
3 Industrials 5.41%
4 Communication Services 5.37%
5 Consumer Discretionary 4.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$262K 0.03%
3,651
202
$262K 0.03%
13,000
203
$261K 0.03%
3,594
204
$256K 0.03%
543
+9
205
$255K 0.03%
+6,896
206
$250K 0.03%
10,050
207
$250K 0.03%
7,467
+1,126
208
$248K 0.03%
+1,029
209
$247K 0.03%
1,722
-127
210
$243K 0.03%
1,605
-200
211
$242K 0.03%
3,913
+2
212
$240K 0.02%
807
213
$239K 0.02%
8,752
+815
214
$235K 0.02%
2,536
215
$234K 0.02%
3,438
-1
216
$231K 0.02%
4,407
217
$229K 0.02%
+362
218
$228K 0.02%
+1,196
219
$227K 0.02%
1,740
220
$226K 0.02%
+2,964
221
$224K 0.02%
1,326
+27
222
$221K 0.02%
+323
223
$220K 0.02%
2,805
+194
224
$219K 0.02%
+17,888
225
$215K 0.02%
+2,560
7 8
9
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