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
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264
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