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
51
$1.46M 0.48%
28,396
+2,754
52
$1.45M 0.47%
20,883
+504
53
$1.43M 0.46%
55,163
+3,690
54
$1.41M 0.46%
9,421
+277
55
$1.35M 0.44%
22,000
+357
56
$1.35M 0.44%
18,008
+2,034
57
$1.29M 0.42%
6,014
+926
58
$1.25M 0.41%
4,566
+634
59
$1.22M 0.4%
12,702
60
$1.22M 0.4%
12,005
-1,855
61
$1.2M 0.39%
16,106
+2,545
62
$1.19M 0.39%
36,360
+750
63
$1.19M 0.39%
5,969
-78
64
$1.17M 0.38%
82,990
+50,980
65
$1.12M 0.37%
34,563
-1,308
66
$1.08M 0.35%
18,810
+530
67
$1.06M 0.34%
13,708
-845
68
$1.03M 0.33%
13,985
-580
69
$1.02M 0.33%
13,736
-2,148
70
$1M 0.33%
22,128
-768
71
$992K 0.32%
13,673
+649
72
$984K 0.32%
24,294
-348
73
$970K 0.32%
5,473
-1,312
74
$967K 0.32%
10,910
-180
75
$960K 0.31%
11,949
+824
1 2
3
4 5