HWA
HHM Wealth Advisors Portfolio holdings
AUM
$841M
1-Year Return
12.92%
This Quarter Return
-3.37%
1 Year Return
+12.92%
3 Year Return
+51.29%
5 Year Return
+90.38%
10 Year Return
–
AUM
$512M
AUM Growth
-$21M
(-3.9%)
Cap. Flow
-$2.17M
Cap. Flow
% of AUM
-0.42%
Top 10 Holdings %
Top 10 Hldgs %
73.24%
Holding
839
New
39
Increased
87
Reduced
124
Closed
55
Top Buys
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
+$4.41M |
| 2 |
Vanguard Real Estate ETF
VNQ
|
+$2.19M |
| 3 |
Schwab US Mid-Cap ETF
SCHM
|
+$1.59M |
| 4 |
Pacer US Small Cap Cash Cows 100 ETF
CALF
|
+$1.51M |
| 5 |
Schwab US Broad Market ETF
SCHB
|
+$1.17M |
Top Sells
| 1 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$10.5M |
| 2 |
Emerson Electric
EMR
|
+$676K |
| 3 |
Schwab U.S Small- Cap ETF
SCHA
|
+$527K |
| 4 |
Invesco Dow Jones Industrial Average Dividend ETF
DJD
|
+$411K |
| 5 |
iShares Core Dividend Growth ETF
DGRO
|
+$405K |
Sector Composition
| 1 | Technology | 3.92% |
| 2 | Consumer Discretionary | 2.17% |
| 3 | Healthcare | 1.59% |
| 4 | Industrials | 1.38% |
| 5 | Financials | 1.34% |
