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
201
$14K ﹤0.01%
960
202
$14K ﹤0.01%
+1,200
203
$14K ﹤0.01%
441
204
$13K ﹤0.01%
130
205
$13K ﹤0.01%
235
+25
206
$12K ﹤0.01%
2,093,150
207
$12K ﹤0.01%
+25
208
$10K ﹤0.01%
173
209
$10K ﹤0.01%
270
-11,470
210
$10K ﹤0.01%
380
211
$10K ﹤0.01%
400
212
$9K ﹤0.01%
300
213
$9K ﹤0.01%
+167
214
$9K ﹤0.01%
57
215
$9K ﹤0.01%
73
216
$8K ﹤0.01%
175
217
$7K ﹤0.01%
115
218
$7K ﹤0.01%
87
219
$6K ﹤0.01%
200
220
$6K ﹤0.01%
250
221
$6K ﹤0.01%
242
222
$6K ﹤0.01%
70
223
$6K ﹤0.01%
80
+30
224
$5K ﹤0.01%
219
225
$5K ﹤0.01%
260
7 8
9
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