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
251
$94.9K 0.01%
+925
252
$94.5K 0.01%
910
253
$94.3K 0.01%
327
+27
254
$93.3K 0.01%
3,700
255
$92.9K 0.01%
1,250
256
$92.9K 0.01%
3,700
257
$92.1K 0.01%
824
+200
258
$92.1K 0.01%
255
259
$91.7K 0.01%
3,775
260
$91.1K 0.01%
775
261
$90.3K 0.01%
586
+280
262
$89.7K 0.01%
+4,423
263
$89.6K 0.01%
700
264
$89.3K 0.01%
1,550
265
$88.1K 0.01%
825
266
$87.9K 0.01%
483
267
$87.5K 0.01%
1,440
-1,310
268
$86.4K 0.01%
765
-140
269
$84.6K 0.01%
263
270
$84.2K 0.01%
2,600
271
$83.3K 0.01%
625
272
$81.5K 0.01%
2,300
+200
273
$81.1K 0.01%
258
274
$80.7K 0.01%
1,300
-600
275
$80.3K 0.01%
593
9 10
11
12 13