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
$428M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
774
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$9.11M
3
+$7.57M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$5.3M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.57M

Top Sells

1
+$12.7M
2
+$1.55M
3
+$906K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$376K
5
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$348K

Sector Composition

1 Technology 4.65%
2 Financials 2.35%
3 Industrials 2.25%
4 Healthcare 2.03%
5 Consumer Discretionary 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$60K 0.01%
448
+2
277
$60K 0.01%
639
278
$60K 0.01%
1,820
-3
279
$60K 0.01%
554
280
$59K 0.01%
+136
281
$59K 0.01%
1,226
282
$59K 0.01%
247
283
$59K 0.01%
1,333
+25
284
$59K 0.01%
680
285
$59K 0.01%
855
286
$59K 0.01%
+700
287
$58K 0.01%
544
288
$58K 0.01%
7,314
289
$57K 0.01%
+719
290
$57K 0.01%
870
291
$57K 0.01%
+2,140
292
$56K 0.01%
+421
293
$55K 0.01%
1,293
294
$54K 0.01%
1,340
295
$54K 0.01%
1,700
296
$54K 0.01%
1,400
297
$54K 0.01%
600
298
$54K 0.01%
1,182
299
$53K 0.01%
871
300
$52K 0.01%
635
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