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
126
$407K 0.08%
4,040
127
$376K 0.07%
3,221
128
$374K 0.07%
3,303
-415
129
$370K 0.07%
5,892
130
$360K 0.07%
4,412
-86
131
$342K 0.06%
3,906
132
$342K 0.06%
9,199
+109
133
$336K 0.06%
6,819
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134
$321K 0.06%
8,329
135
$319K 0.06%
3,259
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136
$311K 0.06%
19,041
137
$309K 0.06%
1,775
138
$304K 0.06%
7,675
-65
139
$297K 0.05%
2,235
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140
$295K 0.05%
4,414
141
$288K 0.05%
2,000
142
$288K 0.05%
707
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143
$276K 0.05%
18,274
144
$274K 0.05%
5,000
145
$267K 0.05%
2,500
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146
$263K 0.05%
3,609
+1
147
$260K 0.05%
+3,708
148
$259K 0.05%
754
149
$258K 0.05%
10,300
+80
150
$252K 0.05%
3,384
4 5
6
7 8