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
$412M
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$35.3M
2
+$18.1M
3
+$12.5M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$3M
5
MSFT icon
Microsoft
MSFT
+$2.49M

Top Sells

1
+$3.06M
2
+$2.32M
3
+$2.02M
4
BMY icon
Bristol-Myers Squibb
BMY
+$1.39M
5
BP icon
BP
BP
+$832K

Sector Composition

1 Technology 21.6%
2 Financials 6.52%
3 Communication Services 6.03%
4 Consumer Staples 5.56%
5 Consumer Discretionary 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$198K 0.05%
+2,885
152
$196K 0.05%
+4,425
153
$170K 0.04%
+18,321
154
$168K 0.04%
+3,816
155
$168K 0.04%
+2,500
156
$160K 0.04%
+495
157
$158K 0.04%
+2,300
158
$156K 0.04%
+2,482
159
$152K 0.04%
+8,028
160
$145K 0.04%
+3,620
161
$132K 0.03%
+1,550
162
$130K 0.03%
+1,080
163
$120K 0.03%
+2,199
164
$119K 0.03%
+1,825
165
$113K 0.03%
+2,513
166
$113K 0.03%
+1,831
167
$104K 0.03%
353
-753
168
$102K 0.02%
+1,200
169
$102K 0.02%
+1,420
170
$98K 0.02%
+5,820
171
$89K 0.02%
+6,972
172
$83K 0.02%
+1,326
173
$81K 0.02%
+452
174
$77K 0.02%
+646
175
$65K 0.02%
+2,190
5 6
7
8 9