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
$189M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$20.7M
3
+$7.66M
4
PG icon
Procter & Gamble
PG
+$4.39M
5
JPM icon
JPMorgan Chase
JPM
+$3.88M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.58%
2 Financials 9.56%
3 Consumer Staples 8.4%
4 Communication Services 8.02%
5 Energy 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.97M 1.04%
+35,444
27
$1.88M 0.99%
+15,877
28
$1.85M 0.98%
+17,726
29
$1.7M 0.9%
+14,753
30
$1.54M 0.81%
+9,622
31
$1.54M 0.81%
+39,900
32
$1.52M 0.81%
+12,700
33
$1.46M 0.77%
+17,750
34
$1.45M 0.77%
+18,903
35
$1.41M 0.74%
+64,255
36
$1.32M 0.7%
+56,542
37
$1.29M 0.68%
+55,824
38
$1.22M 0.65%
+18,760
39
$1.17M 0.62%
+20,310
40
$1.12M 0.59%
+20,183
41
$1.01M 0.54%
+7,573
42
$981K 0.52%
+38,408
43
$931K 0.49%
+12,567
44
$916K 0.48%
+48,211
45
$913K 0.48%
+6,114
46
$909K 0.48%
+6,005
47
$907K 0.48%
+16,186
48
$904K 0.48%
+7,428
49
$900K 0.48%
+19,753
50
$867K 0.46%
+26,979
1
2
3 4 5