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
101
$486K 0.16%
54,120
+2,850
102
$482K 0.16%
19,040
103
$470K 0.15%
33,890
+4,110
104
$465K 0.15%
94,874
-150
105
$443K 0.14%
18,500
106
$438K 0.14%
10,796
-4,189
107
$433K 0.14%
15,170
108
$420K 0.14%
7,449
+2,914
109
$412K 0.13%
1,513
+517
110
$412K 0.13%
6,300
-62
111
$406K 0.13%
9,020
-27
112
$406K 0.13%
3,220
-78
113
$400K 0.13%
46,000
114
$388K 0.13%
2,384
-94
115
$387K 0.13%
6,778
+50
116
$373K 0.12%
19,155
-255
117
$369K 0.12%
2,614
-465
118
$358K 0.12%
2,592
119
$357K 0.12%
6,270
+500
120
$354K 0.12%
+7,773
121
$340K 0.11%
3,770
-50
122
$328K 0.11%
5,796
-353
123
$325K 0.11%
4,408
-50
124
$306K 0.1%
11,020
-250
125
$304K 0.1%
6,551
-114
3 4
5
6 7