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

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
276
$79.6K 0.01%
2,600
277
$78.7K 0.01%
625
+125
278
$77.7K 0.01%
+2,100
279
$77.6K 0.01%
3,494
+2,534
280
$77.4K 0.01%
+800
281
$76.8K 0.01%
825
282
$76.8K 0.01%
258
283
$76.5K 0.01%
300
284
$73.2K 0.01%
700
285
$73K 0.01%
700
+430
286
$72.6K 0.01%
1,170
287
$72.3K 0.01%
593
288
$72K 0.01%
741
289
$71.9K 0.01%
159
-43
290
$71.7K 0.01%
2,193
291
$71.3K 0.01%
315
+200
292
$70.4K 0.01%
3,580
293
$70K 0.01%
465
294
$69.6K 0.01%
265
295
$69.4K 0.01%
2,780
296
$67.8K 0.01%
933
+220
297
$67.4K 0.01%
+2,000
298
$67.1K 0.01%
+1,400
299
$66K 0.01%
1,435
300
$65.9K 0.01%
750