HWA
HHM Wealth Advisors Portfolio holdings
AUM
$841M
1-Year Return
12.92%
This Quarter Return
+15.18%
1 Year Return
+12.92%
3 Year Return
+51.29%
5 Year Return
+90.38%
10 Year Return
–
AUM
$291M
AUM Growth
+$41M
(+16%)
Cap. Flow
+$5.05M
Cap. Flow
% of AUM
1.74%
Top 10 Holdings %
Top 10 Hldgs %
69.36%
Holding
584
New
51
Increased
80
Reduced
74
Closed
25
Top Buys
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
$948K |
| 2 |
Trade Desk
TTD
|
$520K |
| 3 |
SPDR Nuveen ICE Municipal Bond ETF
TFI
|
$466K |
| 4 |
Apple
AAPL
|
$417K |
| 5 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$342K |
Top Sells
Sector Composition
| 1 | Technology | 4.92% |
| 2 | Financials | 2.82% |
| 3 | Industrials | 2.29% |
| 4 | Healthcare | 2.15% |
| 5 | Consumer Discretionary | 2.14% |
