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
$350M
AUM Growth
-$62.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$7.88M
2
+$2.92M
3
+$2.71M
4
BAC icon
Bank of America
BAC
+$1.7M
5
BMY icon
Bristol-Myers Squibb
BMY
+$1.37M

Top Sells

1
+$4.21M
2
+$3.97M
3
+$3.8M
4
UNH icon
UnitedHealth
UNH
+$2.76M
5
JPM icon
JPMorgan Chase
JPM
+$2.62M

Sector Composition

1 Technology 22.04%
2 Financials 5.98%
3 Communication Services 5.84%
4 Consumer Discretionary 5.41%
5 Consumer Staples 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$47K 0.01%
425
177
$45K 0.01%
800
+325
178
$41K 0.01%
765
179
$41K 0.01%
+1,150
180
$38K 0.01%
552
181
$34K 0.01%
486
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182
$33K 0.01%
1,325
-39,108
183
$31K 0.01%
600
184
$31K 0.01%
965
185
$30K 0.01%
+100
186
$30K 0.01%
1,450
187
$30K 0.01%
2,001
188
$29K 0.01%
+1,600
189
$28K 0.01%
1,052
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190
$26K 0.01%
150
191
$25K 0.01%
218
192
$22K 0.01%
353
-30
193
$20K 0.01%
127
194
$20K 0.01%
+2,400
195
$18K 0.01%
320
196
$17K ﹤0.01%
203
-13
197
$17K ﹤0.01%
500
198
$16K ﹤0.01%
325
199
$15K ﹤0.01%
185
200
$14K ﹤0.01%
379
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8
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