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
$350M
AUM Growth
-$62.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$7.88M
2
+$2.92M
3
+$2.71M
4
BAC icon
Bank of America
BAC
+$1.7M
5
BMY icon
Bristol-Myers Squibb
BMY
+$1.37M

Top Sells

1
+$4.21M
2
+$3.97M
3
+$3.8M
4
UNH icon
UnitedHealth
UNH
+$2.76M
5
JPM icon
JPMorgan Chase
JPM
+$2.62M

Sector Composition

1 Technology 22.04%
2 Financials 5.98%
3 Communication Services 5.84%
4 Consumer Discretionary 5.41%
5 Consumer Staples 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$264K 0.08%
1,599
-27
127
$263K 0.08%
3,371
-500
128
$256K 0.07%
19,041
+739
129
$249K 0.07%
1,656
130
$246K 0.07%
4,519
+2,037
131
$245K 0.07%
19,010
+1,929
132
$237K 0.07%
1,998
133
$236K 0.07%
+2,743
134
$234K 0.07%
2,737
135
$229K 0.07%
+3,178
136
$229K 0.07%
1,938
137
$228K 0.07%
3,950
138
$225K 0.06%
40,599
-5,000
139
$224K 0.06%
5,669
-28
140
$224K 0.06%
19,000
141
$215K 0.06%
1,769
+107
142
$214K 0.06%
28,874
143
$214K 0.06%
+3,598
144
$210K 0.06%
+18,880
145
$208K 0.06%
+6,070
146
$197K 0.06%
29,459
147
$180K 0.05%
3,755
148
$160K 0.05%
4,425
149
$148K 0.04%
2,885
150
$137K 0.04%
3,636
-180
4 5
6
7 8