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
$189M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1 +$23.2M
2 +$20.7M
3 +$7.66M
4
PG icon
Procter & Gamble
PG
+$4.39M
5
JPM icon
JPMorgan Chase
JPM
+$3.88M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.58%
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