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
276
$59K 0.02%
881
+95
277
$59K 0.02%
2,452
278
$59K 0.02%
871
279
$58K 0.02%
1,300
280
$57K 0.02%
233
281
$57K 0.02%
91
282
$57K 0.02%
1,301
283
$57K 0.02%
289
284
$57K 0.02%
218
+18
285
$56K 0.02%
1,400
286
$55K 0.02%
5,000
287
$54K 0.01%
+2,440
288
$53K 0.01%
1,700
+150
289
$53K 0.01%
140
290
$53K 0.01%
225
-25
291
$53K 0.01%
600
292
$52K 0.01%
470
293
$52K 0.01%
1,005
294
$51K 0.01%
639
295
$51K 0.01%
1,965
296
$51K 0.01%
1,970
297
$50K 0.01%
2,576
298
$50K 0.01%
616
299
$50K 0.01%
109
+18
300
$49K 0.01%
890
10 11
12
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