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
51
$1.51M 0.37%
7,625
+2,193
52
$1.46M 0.35%
6,056
+1,111
53
$1.43M 0.35%
40,433
+725
54
$1.43M 0.35%
12,702
55
$1.4M 0.34%
36,360
-120
56
$1.37M 0.33%
34,515
+333
57
$1.36M 0.33%
6,423
-1,255
58
$1.36M 0.33%
42,040
-950
59
$1.35M 0.33%
7,113
+72
60
$1.33M 0.32%
26,231
-187
61
$1.28M 0.31%
25,711
+1,125
62
$1.25M 0.3%
15,633
+1,715
63
$1.22M 0.3%
22,693
+2,532
64
$1.22M 0.3%
9,216
+450
65
$1.22M 0.3%
19,830
+6,904
66
$1.21M 0.29%
19,789
+3,159
67
$1.19M 0.29%
34,749
-693
68
$1.14M 0.28%
10,823
+5,868
69
$1.11M 0.27%
+12,600
70
$1.1M 0.27%
3,844
+2,908
71
$1.07M 0.26%
3,592
+907
72
$1.04M 0.25%
17,948
+4,252
73
$1.02M 0.25%
14,445
+918
74
$958K 0.23%
+16,160
75
$951K 0.23%
5,703
-154
1 2
3
4 5