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
101
$604K 0.11%
1,366
102
$601K 0.11%
5,561
-145
103
$596K 0.11%
9,905
-230
104
$590K 0.11%
1,259
-45
105
$588K 0.11%
12,500
106
$580K 0.11%
19,267
-913
107
$574K 0.11%
11,175
-1,715
108
$570K 0.11%
4,887
+389
109
$535K 0.1%
2,429
-543
110
$531K 0.1%
6,140
+170
111
$490K 0.09%
25,683
-15,000
112
$490K 0.09%
5,612
113
$487K 0.09%
4,521
114
$482K 0.09%
4,936
+59
115
$465K 0.09%
5,518
116
$458K 0.08%
1,664
+1
117
$441K 0.08%
21,000
118
$438K 0.08%
2,777
119
$436K 0.08%
1,274
-35
120
$435K 0.08%
10,181
-36
121
$431K 0.08%
5,922
-578
122
$424K 0.08%
7,100
123
$423K 0.08%
6,004
+100
124
$415K 0.08%
8,840
125
$412K 0.08%
903
+1
3 4
5
6 7