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
201
$17K ﹤0.01%
+441
202
$16K ﹤0.01%
+130
203
$15K ﹤0.01%
+173
204
$14K ﹤0.01%
+400
205
$14K ﹤0.01%
210
-4,215
206
$12K ﹤0.01%
+300
207
$12K ﹤0.01%
+73
208
$11K ﹤0.01%
+175
209
$11K ﹤0.01%
+2,093,150
210
$11K ﹤0.01%
+57
211
$10K ﹤0.01%
+70
212
$10K ﹤0.01%
+87
213
$9K ﹤0.01%
+200
214
$9K ﹤0.01%
+250
215
$8K ﹤0.01%
+260
216
$8K ﹤0.01%
+115
217
$8K ﹤0.01%
+242
218
$7K ﹤0.01%
+219
219
$6K ﹤0.01%
+99
220
$5K ﹤0.01%
+408
221
$5K ﹤0.01%
+172
222
$5K ﹤0.01%
+50
223
$5K ﹤0.01%
+325
224
$4K ﹤0.01%
+132
225
$3K ﹤0.01%
+50
7 8
9
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