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
101
$473K 0.11%
44,377
+24,679
102
$472K 0.11%
16,920
-2,400
103
$463K 0.11%
3,950
104
$453K 0.11%
15,176
+1
105
$451K 0.11%
22,807
-4,238
106
$448K 0.11%
1,770
-64
107
$447K 0.11%
5,258
+54
108
$436K 0.11%
2,664
+856
109
$430K 0.1%
+4,650
110
$429K 0.1%
18,500
111
$427K 0.1%
2,627
+70
112
$425K 0.1%
7,687
+699
113
$424K 0.1%
3,104
+51
114
$408K 0.1%
18,302
+545
115
$388K 0.09%
19,550
+500
116
$372K 0.09%
+45,599
117
$371K 0.09%
1,800
118
$357K 0.09%
3,298
+90
119
$350K 0.08%
3,871
+1,332
120
$341K 0.08%
2,737
+600
121
$337K 0.08%
3,025
+125
122
$328K 0.08%
3,220
+80
123
$325K 0.08%
17,081
+3,680
124
$320K 0.08%
1,626
-222
125
$317K 0.08%
5,697
+1,066
3 4
5
6 7