HWA

HCR Wealth Advisors Portfolio holdings

AUM $1.01B
1-Year Est. Return 20.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$189M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.47%
2 Financials 9.56%
3 Consumer Staples 8.4%
4 Communication Services 8.02%
5 Energy 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$0 ﹤0.01%
+27,600
152
$0 ﹤0.01%
+11,200
153
$0 ﹤0.01%
+16,428
154
$0 ﹤0.01%
+10,084