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
$705M
AUM Growth
+$40.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
842
New
Increased
Reduced
Closed

Top Buys

1
+$8.31M
2
+$4.86M
3
+$1.98M
4
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$1.1M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$921K

Top Sells

1
+$11.8M
2
+$2.41M
3
+$2.18M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$779K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$747K

Sector Composition

1 Technology 4.59%
2 Financials 2.34%
3 Consumer Discretionary 2.28%
4 Industrials 2.04%
5 Healthcare 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$127K 0.02%
464
+18
227
$125K 0.02%
3,218
-660
228
$125K 0.02%
1,922
229
$123K 0.02%
238
+9
230
$122K 0.02%
2,352
-666
231
$121K 0.02%
546
232
$120K 0.02%
531
+216
233
$119K 0.02%
2,405
234
$117K 0.02%
3,052
235
$116K 0.02%
710
236
$114K 0.02%
1,421
237
$113K 0.02%
640
+6
238
$111K 0.02%
948
239
$106K 0.02%
285
240
$104K 0.01%
1,010
241
$103K 0.01%
2,828
-190
242
$102K 0.01%
410
243
$101K 0.01%
1,261
244
$101K 0.01%
1,600
-286
245
$97.7K 0.01%
1,041
-114
246
$97K 0.01%
785
247
$96.9K 0.01%
274
+84
248
$96.5K 0.01%
191
249
$96.4K 0.01%
820
250
$95K 0.01%
1,664
+4
8 9
10
11 12