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
$506M
AUM Growth
+$28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Sells

1 +$12M
2 +$3.35M
3 +$2.18M
4
DIS icon
Walt Disney
DIS
+$2.15M
5
AMZN icon
Amazon
AMZN
+$1.97M

Sector Composition

1 Technology 17.95%
2 Financials 7.39%
3 Consumer Discretionary 6.54%
4 Communication Services 6.02%
5 Healthcare 4.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
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