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
$412M
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$35.3M
2
+$18.1M
3
+$12.5M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$3M
5
MSFT icon
Microsoft
MSFT
+$2.49M

Top Sells

1
+$3.06M
2
+$2.32M
3
+$2.02M
4
BMY icon
Bristol-Myers Squibb
BMY
+$1.39M
5
BP icon
BP
BP
+$832K

Sector Composition

1 Technology 21.6%
2 Financials 6.52%
3 Communication Services 6.03%
4 Consumer Staples 5.56%
5 Consumer Discretionary 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.76M 0.67%
9,378
+54
27
$2.7M 0.66%
24,520
-310
28
$2.61M 0.63%
17,921
+1,441
29
$2.59M 0.63%
7,963
+10
30
$2.52M 0.61%
29,032
+4,189
31
$2.42M 0.59%
33,860
+1,360
32
$2.31M 0.56%
35,552
+3,086
33
$2.24M 0.54%
33,500
+940
34
$2.22M 0.54%
48,203
+1,999
35
$2.16M 0.52%
6,702
+1,697
36
$2.12M 0.51%
10,567
+505
37
$2.03M 0.49%
11,490
+431
38
$1.97M 0.48%
12,826
+524
39
$1.95M 0.47%
30,091
+4,360
40
$1.89M 0.46%
21,855
+111
41
$1.85M 0.45%
8,454
+1,264
42
$1.83M 0.44%
14,881
-2,862
43
$1.81M 0.44%
+14,150
44
$1.76M 0.43%
12,320
+1,031
45
$1.74M 0.42%
15,479
+979
46
$1.72M 0.42%
58,093
+30,619
47
$1.68M 0.41%
8,707
+152
48
$1.67M 0.41%
17,953
+4,510
49
$1.62M 0.39%
17,502
+522
50
$1.61M 0.39%
15,932
+250
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