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
76
$939K 0.23%
+33,021
77
$930K 0.23%
25,006
+5,912
78
$865K 0.21%
147,080
-13,480
79
$863K 0.21%
27,340
+9,075
80
$846K 0.21%
100,647
+6,700
81
$791K 0.19%
6,184
+923
82
$783K 0.19%
5,309
+352
83
$735K 0.18%
18,066
+382
84
$718K 0.17%
5,601
+3,127
85
$669K 0.16%
12,050
86
$667K 0.16%
+12,880
87
$655K 0.16%
3,088
+19
88
$646K 0.16%
6,162
+228
89
$642K 0.16%
13,505
-4,963
90
$632K 0.15%
19,000
91
$615K 0.15%
5,708
92
$591K 0.14%
4,325
+71
93
$578K 0.14%
7,952
+612
94
$555K 0.13%
7,326
+322
95
$554K 0.13%
5,645
+785
96
$510K 0.12%
3,925
-180
97
$507K 0.12%
+11,740
98
$489K 0.12%
6,367
+750
99
$480K 0.12%
5,652
+586
100
$477K 0.12%
5,066
+11
2 3
4
5 6