HWA

HHM Wealth Advisors Portfolio holdings

AUM $841M
1-Year Est. Return 12.92%
This Quarter Est. Return
1 Year Est. Return
+12.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$368M
AUM Growth
+$44.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
670
New
Increased
Reduced
Closed

Top Buys

1
+$4.06M
2
+$2.86M
3
+$2.01M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1.89M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$1.88M

Top Sells

1
+$842K
2
+$510K
3
+$300K
4
RWO icon
SPDR Dow Jones Global Real Estate ETF
RWO
+$283K
5
AAPL icon
Apple
AAPL
+$169K

Sector Composition

1 Technology 4.42%
2 Financials 2.43%
3 Industrials 2.23%
4 Healthcare 1.99%
5 Consumer Discretionary 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$84K 0.02%
2,600
227
$83K 0.02%
3,500
228
$83K 0.02%
3,130
+271
229
$83K 0.02%
721
-153
230
$82K 0.02%
1,120
231
$81K 0.02%
280
232
$79K 0.02%
5,169
233
$78K 0.02%
1,570
234
$76K 0.02%
1,378
-396
235
$76K 0.02%
740
-20
236
$76K 0.02%
2,965
237
$76K 0.02%
2,975
238
$75K 0.02%
1,768
-609
239
$75K 0.02%
117
240
$75K 0.02%
900
241
$74K 0.02%
34
242
$74K 0.02%
910
243
$74K 0.02%
1,099
+5
244
$74K 0.02%
5,122
-2,550
245
$73K 0.02%
536
246
$73K 0.02%
1,475
247
$73K 0.02%
3,914
248
$73K 0.02%
306
+35
249
$71K 0.02%
1,127
250
$70K 0.02%
1,186
8 9
10
11 12