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
$540M
AUM Growth
+$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$4M
2
+$1.86M
3
+$511K
4
JPM icon
JPMorgan Chase
JPM
+$310K
5
CHD icon
Church & Dwight Co
CHD
+$287K

Top Sells

1
+$1.8M
2
+$1.12M
3
+$1.05M
4
HACK icon
Amplify Cybersecurity ETF
HACK
+$753K
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$742K

Sector Composition

1 Technology 27.1%
2 Financials 5.91%
3 Consumer Discretionary 5.44%
4 Communication Services 4.18%
5 Healthcare 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.71M 0.69%
1,488
-44
27
$3.61M 0.67%
6,914
-373
28
$3.6M 0.67%
34,743
+1,928
29
$3.59M 0.66%
24,674
+2,134
30
$3.5M 0.65%
47,105
+454
31
$3.32M 0.61%
18,613
-1,435
32
$3.28M 0.61%
174,824
-6,684
33
$3.17M 0.59%
150,447
-860
34
$3.12M 0.58%
47,608
-1,257
35
$2.77M 0.51%
17,576
-144
36
$2.57M 0.48%
20,274
+14,624
37
$2.57M 0.48%
6,966
-1,377
38
$2.4M 0.44%
20,765
-93
39
$2.37M 0.44%
26,817
+3,002
40
$2.34M 0.43%
11,962
+174
41
$2.34M 0.43%
8,939
-4,282
42
$2.32M 0.43%
11,162
+40
43
$2.31M 0.43%
20,441
-261
44
$2.14M 0.4%
30,964
+2,571
45
$2.14M 0.4%
4,828
-473
46
$2.13M 0.4%
69,015
+2,630
47
$2.12M 0.39%
15,705
-519
48
$2.11M 0.39%
6,786
+3
49
$2.09M 0.39%
32,391
-85
50
$2.09M 0.39%
8,483
+188
1
2
3 4 5