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
251
$96.8K 0.01%
905
252
$96.3K 0.01%
600
-140
253
$96.3K 0.01%
5,934
+1,700
254
$93.3K 0.01%
3,018
+1,839
255
$93.3K 0.01%
+1,650
256
$93.1K 0.01%
191
+110
257
$93K 0.01%
3,700
258
$92K 0.01%
3,700
259
$91.4K 0.01%
874
260
$91K 0.01%
2,558
+2,300
261
$90K 0.01%
1,155
-22
262
$89.9K 0.01%
3,775
263
$89.1K 0.01%
820
264
$89K 0.01%
1,660
+3
265
$88.3K 0.01%
910
266
$88K 0.01%
285
+135
267
$86.8K 0.01%
255
268
$85.3K 0.01%
775
269
$85K 0.01%
1,819
+301
270
$84.1K 0.01%
+1,000
271
$83.3K 0.01%
1,261
272
$81.6K 0.01%
303
273
$81.5K 0.01%
483
+352
274
$80.4K 0.01%
+263
275
$79.7K 0.01%
680
+540
9 10
11
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