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
$307M
AUM Growth
+$2.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$26.3M
2
+$21.4M
3
+$12.2M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.98M
5
AIEQ icon
Amplify AI Powered Equity ETF
AIEQ
+$1.71M

Top Sells

1
+$204M
2
+$35.2M
3
+$3.92M
4
MMM icon
3M
MMM
+$1.5M
5
CME icon
CME Group
CME
+$1.24M

Sector Composition

1 Technology 17.97%
2 Financials 9.4%
3 Communication Services 7.17%
4 Consumer Discretionary 5.23%
5 Healthcare 4.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.31M 0.75%
44,726
-4,485
27
$2.23M 0.73%
40,460
-420
28
$2.04M 0.66%
5,754
+1,144
29
$1.98M 0.64%
71,567
-724
30
$1.95M 0.64%
36,223
+100
31
$1.93M 0.63%
13,196
+396
32
$1.92M 0.63%
43,829
+1,409
33
$1.84M 0.6%
13,281
-931
34
$1.81M 0.59%
26,044
+523
35
$1.8M 0.59%
8,032
+531
36
$1.75M 0.57%
32,935
-2,375
37
$1.74M 0.57%
11,568
-98
38
$1.73M 0.56%
38,224
+1,081
39
$1.71M 0.56%
30,341
+96
40
$1.71M 0.56%
25,477
+758
41
$1.71M 0.56%
+62,981
42
$1.71M 0.56%
38,155
+4,703
43
$1.65M 0.54%
36,819
-568
44
$1.64M 0.53%
6,723
+1,244
45
$1.63M 0.53%
26,392
-615
46
$1.6M 0.52%
7,277
+111
47
$1.58M 0.52%
317,150
+3,720
48
$1.57M 0.51%
22,780
+209
49
$1.56M 0.51%
8,668
+1,001
50
$1.51M 0.49%
50,468
+250
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2
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