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
51
$2.08M 0.39%
24,359
+125
52
$2.06M 0.38%
51,565
-1,271
53
$2.05M 0.38%
11,920
+811
54
$2.04M 0.38%
12,839
+1,402
55
$2.04M 0.38%
11,002
-118
56
$2.03M 0.38%
18,892
+33
57
$2.03M 0.38%
16,742
-1,119
58
$1.92M 0.36%
43,441
-3,444
59
$1.9M 0.35%
11,458
-599
60
$1.88M 0.35%
14,238
-377
61
$1.72M 0.32%
6,942
+711
62
$1.71M 0.32%
41,292
+65
63
$1.7M 0.32%
48,675
-1,857
64
$1.7M 0.32%
32,499
+60
65
$1.6M 0.3%
17,458
-1,970
66
$1.56M 0.29%
54,326
-28
67
$1.56M 0.29%
15,615
-2,550
68
$1.52M 0.28%
5,104
-271
69
$1.47M 0.27%
16,467
-519
70
$1.4M 0.26%
35,778
-93
71
$1.4M 0.26%
4,804
-125
72
$1.35M 0.25%
15,528
+81
73
$1.33M 0.25%
23,374
-450
74
$1.3M 0.24%
13,000
+2,860
75
$1.22M 0.23%
8,041
-250
1 2
3
4 5