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
151
$252K 0.05%
2,646
+2
152
$249K 0.05%
21,064
+2,244
153
$248K 0.05%
7,284
154
$238K 0.04%
7,556
-104
155
$235K 0.04%
2,596
156
$234K 0.04%
2,500
157
$230K 0.04%
821
158
$228K 0.04%
4,500
159
$226K 0.04%
520
160
$225K 0.04%
55,337
-40,613
161
$216K 0.04%
+3,585
162
$214K 0.04%
8,050
163
$213K 0.04%
612
-100
164
$206K 0.04%
+1,538
165
$204K 0.04%
+2,751
166
$204K 0.04%
+634
167
$200K 0.04%
+2,044
168
$181K 0.03%
22,000
169
$170K 0.03%
11,073
170
$133K 0.02%
10,000
171
$119K 0.02%
11,000
172
$93.9K 0.02%
10,980
+88
173
$64.5K 0.01%
15,500
174
$53.9K 0.01%
16,753
175
$30.3K 0.01%
+25,000
4 5 6
7
8