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
$350M
AUM Growth
-$62.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$7.88M
2
+$2.92M
3
+$2.71M
4
BAC icon
Bank of America
BAC
+$1.7M
5
BMY icon
Bristol-Myers Squibb
BMY
+$1.37M

Top Sells

1
+$4.21M
2
+$3.97M
3
+$3.8M
4
UNH icon
UnitedHealth
UNH
+$2.76M
5
JPM icon
JPMorgan Chase
JPM
+$2.62M

Sector Composition

1 Technology 22.04%
2 Financials 5.98%
3 Communication Services 5.84%
4 Consumer Discretionary 5.41%
5 Consumer Staples 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5K ﹤0.01%
172
227
$4K ﹤0.01%
408
228
$4K ﹤0.01%
132
229
$3K ﹤0.01%
+32
230
$2K ﹤0.01%
25
231
$2K ﹤0.01%
100
232
$2K ﹤0.01%
40
233
$2K ﹤0.01%
50
234
$2K ﹤0.01%
102
235
$2K ﹤0.01%
19
-500
236
$1K ﹤0.01%
35
237
– –
-4,650
238
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-6,430
239
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240
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-3,925
241
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-2,709
242
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243
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-1,825
244
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245
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-36
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-8
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-34,749
249
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-3,660
250
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-5,309
7 8 9
10
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