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
176
$62K 0.02%
+519
177
$62K 0.02%
+700
178
$61K 0.01%
+16,453
179
$56K 0.01%
+965
180
$53K 0.01%
+765
181
$46K 0.01%
+425
182
$45K 0.01%
+552
183
$44K 0.01%
+1,051
184
$43K 0.01%
+1,450
185
$40K 0.01%
+2,001
186
$37K 0.01%
+394
187
$32K 0.01%
+600
188
$31K 0.01%
+475
189
$28K 0.01%
+216
190
$27K 0.01%
+127
191
$26K 0.01%
+383
192
$25K 0.01%
+218
193
$24K 0.01%
+500
194
$20K ﹤0.01%
+150
195
$19K ﹤0.01%
+320
196
$19K ﹤0.01%
+960
197
$18K ﹤0.01%
+380
198
$18K ﹤0.01%
+325
199
$17K ﹤0.01%
+379
200
$17K ﹤0.01%
+185
6 7
8
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