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
51
$867K 0.46%
+20,518
52
$856K 0.45%
+26,733
53
$850K 0.45%
+61,032
54
$845K 0.45%
+22,000
55
$828K 0.44%
+16,505
56
$819K 0.43%
+16,482
57
$798K 0.42%
+14,368
58
$788K 0.42%
+8,617
59
$767K 0.41%
+11,629
60
$766K 0.4%
+5,239
61
$760K 0.4%
+32,838
62
$744K 0.39%
+35,694
63
$729K 0.39%
+17,704
64
$690K 0.36%
+6,212
65
$681K 0.36%
+7,687
66
$655K 0.35%
+12,889
67
$647K 0.34%
+8,050
68
$642K 0.34%
+23,208
69
$636K 0.34%
+17,220
70
$629K 0.33%
+28,951
71
$629K 0.33%
+13,083
72
$615K 0.32%
+2,753
73
$602K 0.32%
+13,613
74
$574K 0.3%
+10,237
75
$567K 0.3%
+18,405
1 2
3
4 5