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
76
$947K 0.31%
9,151
-1,454
77
$883K 0.29%
135,320
+1,160
78
$831K 0.27%
31,997
-1,491
79
$807K 0.26%
42,227
-629
80
$806K 0.26%
19,273
-760
81
$794K 0.26%
28,700
+670
82
$793K 0.26%
5,060
+68
83
$729K 0.24%
6,552
-521
84
$729K 0.24%
12,893
-74
85
$726K 0.24%
12,215
86
$704K 0.23%
5,809
+818
87
$686K 0.22%
18,570
-1,065
88
$680K 0.22%
54,067
+12,402
89
$663K 0.22%
7,565
-88
90
$663K 0.22%
12,000
91
$606K 0.2%
7,467
+204
92
$578K 0.19%
5,707
93
$576K 0.19%
17,684
94
$570K 0.19%
4,934
+1,157
95
$541K 0.18%
8,263
96
$525K 0.17%
5,450
97
$502K 0.16%
10,900
-2,300
98
$494K 0.16%
5,400
+2,920
99
$494K 0.16%
+3,873
100
$492K 0.16%
4,364
-40
2 3
4
5 6