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
76
$564K 0.3%
+3,524
77
$551K 0.29%
+4,237
78
$546K 0.29%
+19,229
79
$542K 0.29%
+10,333
80
$541K 0.29%
+9,637
81
$527K 0.28%
+21,025
82
$522K 0.28%
+41,920
83
$515K 0.27%
+9,640
84
$512K 0.27%
+7,427
85
$502K 0.27%
+32,885
86
$500K 0.26%
+3,020
87
$495K 0.26%
+15,833
88
$494K 0.26%
+5,583
89
$490K 0.26%
+17,000
90
$473K 0.25%
+7,957
91
$450K 0.24%
+2,936
92
$432K 0.23%
+11,912
93
$410K 0.22%
+6,285
94
$394K 0.21%
+9,930
95
$384K 0.2%
+95,055
96
$374K 0.2%
+3,570
97
$354K 0.19%
+1,992
98
$349K 0.18%
+2,198
99
$341K 0.18%
+4,342
100
$341K 0.18%
+13,229
2 3
4
5 6