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
126
$314K 0.08%
914
+18
127
$310K 0.08%
+2,709
128
$308K 0.07%
6,430
+1,710
129
$301K 0.07%
10,220
130
$300K 0.07%
4,830
-825
131
$291K 0.07%
1,656
132
$289K 0.07%
+28,874
133
$288K 0.07%
9,348
+769
134
$280K 0.07%
+29,459
135
$262K 0.06%
2,333
+35
136
$255K 0.06%
+1,408
137
$254K 0.06%
4,748
-564
138
$254K 0.06%
1,535
+50
139
$251K 0.06%
+1,662
140
$245K 0.06%
1,998
141
$233K 0.06%
+3,630
142
$226K 0.05%
1,938
+25
143
$225K 0.05%
+1,023
144
$220K 0.05%
+3,446
145
$208K 0.05%
3,755
146
$208K 0.05%
+3,458
147
$202K 0.05%
+10,000
148
$202K 0.05%
+3,660
149
$201K 0.05%
3,350
150
$199K 0.05%
+2,102
4 5
6
7 8