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
126
$292K 0.1%
926
-99
127
$286K 0.09%
15,165
128
$284K 0.09%
2,590
-229
129
$283K 0.09%
5,427
-7,795
130
$262K 0.09%
3,808
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131
$259K 0.08%
3,594
-85
132
$249K 0.08%
+5,596
133
$247K 0.08%
4,369
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134
$247K 0.08%
3,742
135
$245K 0.08%
2,144
-678
136
$238K 0.08%
3,350
137
$234K 0.08%
1,069
+100
138
$231K 0.08%
583
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139
$227K 0.07%
2,176
140
$226K 0.07%
1,109
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141
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142
$221K 0.07%
9,780
143
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2,550
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144
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14,850
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145
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7,511
146
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+2,754
147
$206K 0.07%
+2,348
148
$203K 0.07%
1,042
149
$201K 0.07%
+1,810
150
$182K 0.06%
32,618
4 5
6
7 8