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
251
$70K 0.02%
+241
252
$69K 0.02%
276
+26
253
$69K 0.02%
1,182
254
$67K 0.02%
18,322
255
$67K 0.02%
1,395
256
$65K 0.02%
2,463
257
$65K 0.02%
238
-5
258
$64K 0.02%
400
259
$64K 0.02%
550
260
$63K 0.02%
1,031
261
$63K 0.02%
2,000
262
$63K 0.02%
1,421
263
$62K 0.02%
655
264
$62K 0.02%
274
265
$62K 0.02%
824
-166
266
$62K 0.02%
258
267
$62K 0.02%
680
268
$62K 0.02%
7,314
269
$61K 0.02%
5,900
270
$61K 0.02%
906
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271
$61K 0.02%
1,153
+90
272
$61K 0.02%
3,700
273
$60K 0.02%
391
274
$60K 0.02%
110
275
$59K 0.02%
673
-100
9 10
11
12 13