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
$307M
AUM Growth
+$2.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$26.3M
2
+$21.4M
3
+$12.2M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.98M
5
AIEQ icon
Amplify AI Powered Equity ETF
AIEQ
+$1.71M

Top Sells

1
+$204M
2
+$35.2M
3
+$3.92M
4
MMM icon
3M
MMM
+$1.5M
5
CME icon
CME Group
CME
+$1.24M

Sector Composition

1 Technology 17.97%
2 Financials 9.4%
3 Communication Services 7.17%
4 Consumer Discretionary 5.23%
5 Healthcare 4.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$173K 0.06%
10,000
-903
152
$98K 0.03%
+23,000
153
$97K 0.03%
10,696
+92
154
$82K 0.03%
+8,398
155
$10K ﹤0.01%
2,093,150
156
– –
-18,500
157
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-4,818
158
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-3,484
159
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-10,650
160
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-7,550
161
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-2,949
162
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-3,996
163
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-4,524
164
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165
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166
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167
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168
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169
– –
-9,099
170
$0 ﹤0.01%
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171
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-33,402
4 5 6
7
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