HWA

HCR Wealth Advisors Portfolio holdings

AUM $1.01B
1-Year Est. Return 20.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.39%
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
+$3.95M
2
+$1.9M
3
+$416K
4
JPM icon
JPMorgan Chase
JPM
+$294K
5
CHD icon
Church & Dwight Co
CHD
+$269K

Top Sells

1
+$1.62M
2
+$1.11M
3
+$856K
4
HACK icon
Amplify Cybersecurity ETF
HACK
+$753K
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$745K

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
176
$19.8K ﹤0.01%
+80
177
$17.8K ﹤0.01%
+1,333
178
$13.6K ﹤0.01%
1,250
179
$745 ﹤0.01%
80
180
– –
-15,755
181
– –
-2,225
182
– –
-2,149
183
– –
-250
184
– –
-640
4 5 6 7
8