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
276
$79.2K 0.01%
1,950
-608
277
$78.7K 0.01%
159
278
$77.6K 0.01%
694
-180
279
$77.2K 0.01%
741
280
$77K 0.01%
469
-128
281
$76.5K 0.01%
1,170
282
$76.3K 0.01%
2,780
283
$76.2K 0.01%
629
-51
284
$75.9K 0.01%
1,435
285
$75.8K 0.01%
80
+13
286
$75.7K 0.01%
154
+15
287
$75.3K 0.01%
265
288
$74.3K 0.01%
700
289
$74.2K 0.01%
3,580
290
$73.7K 0.01%
1,819
291
$72.8K 0.01%
303
292
$71.7K 0.01%
700
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293
$70.7K 0.01%
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294
$70.2K 0.01%
3,044
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295
$70.2K 0.01%
465
296
$70.1K 0.01%
235
297
$68.3K 0.01%
430
-320
298
$66.7K 0.01%
1,466
299
$65.6K 0.01%
106
+3
300
$65.3K 0.01%
1,250
-150
10 11
12
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