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
$665M
AUM Growth
+$57.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
872
New
Increased
Reduced
Closed

Top Buys

1
+$22.7M
2
+$4.45M
3
+$3.3M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.83M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.5M

Top Sells

1
+$1.84M
2
+$601K
3
+$566K
4
BBAX icon
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF
BBAX
+$389K
5
VUG icon
Vanguard Growth ETF
VUG
+$384K

Sector Composition

1 Technology 4.78%
2 Financials 2.48%
3 Consumer Discretionary 2.32%
4 Industrials 1.95%
5 Healthcare 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$117K 0.02%
1,027
227
$114K 0.02%
3,052
228
$113K 0.02%
1,263
+1,079
229
$113K 0.02%
4,442
230
$112K 0.02%
1,311
+53
231
$111K 0.02%
1,886
+200
232
$111K 0.02%
546
233
$111K 0.02%
2,405
234
$110K 0.02%
2,074
+1,804
235
$108K 0.02%
1,900
+1,487
236
$108K 0.02%
+400
237
$107K 0.02%
1,637
+1,237
238
$107K 0.02%
551
-364
239
$106K 0.02%
1,922
-391
240
$103K 0.02%
634
+3
241
$102K 0.02%
229
242
$101K 0.02%
948
243
$101K 0.02%
785
244
$99.2K 0.01%
750
245
$99.1K 0.01%
410
246
$98.8K 0.01%
1,010
247
$97.5K 0.01%
1,354
-257
248
$97.1K 0.01%
1,550
249
$96.9K 0.01%
710
250
$96.8K 0.01%
597
+166
8 9
10
11 12