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
101
$340K 0.18%
+9,602
102
$336K 0.18%
+6,819
103
$332K 0.18%
+8,003
104
$330K 0.17%
+2,771
105
$330K 0.17%
+3,411
106
$324K 0.17%
+6,442
107
$321K 0.17%
+11,470
108
$318K 0.17%
+3,982
109
$310K 0.16%
+6,040
110
$306K 0.16%
+2,474
111
$296K 0.16%
+304,856
112
$288K 0.15%
+5,228
113
$271K 0.14%
+6,412
114
$269K 0.14%
+4,484
115
$260K 0.14%
+18,225
116
$259K 0.14%
+2,208
117
$256K 0.14%
+11,670
118
$249K 0.13%
+5,141
119
$248K 0.13%
+2,399
120
$247K 0.13%
+3,585
121
$244K 0.13%
+2,819
122
$240K 0.13%
+1,031
123
$240K 0.13%
+89,760
124
$238K 0.13%
+3,307
125
$233K 0.12%
+2,206
3 4
5
6 7