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
76
$1.18M 0.22%
10,795
-314
77
$1.13M 0.21%
2,862
-37
78
$1.09M 0.2%
16,040
79
$1.09M 0.2%
9,960
80
$1.04M 0.19%
9,425
-196
81
$987K 0.18%
4,447
82
$911K 0.17%
14,243
-571
83
$869K 0.16%
15,337
+3,483
84
$847K 0.16%
19,285
85
$847K 0.16%
12,546
-186
86
$798K 0.15%
18,120
87
$791K 0.15%
9,741
-9,142
88
$787K 0.15%
6,608
+65
89
$782K 0.14%
17,267
-401
90
$780K 0.14%
8,075
-550
91
$746K 0.14%
16,193
-290
92
$734K 0.14%
2,983
+1
93
$721K 0.13%
2,943
94
$714K 0.13%
3,177
-161
95
$693K 0.13%
9,176
96
$692K 0.13%
77,249
-1,960
97
$671K 0.12%
6,862
98
$645K 0.12%
19,507
+8
99
$624K 0.12%
6,000
100
$622K 0.12%
7,182
-1,199
2 3
4
5 6