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
$368M
AUM Growth
+$44.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
670
New
Increased
Reduced
Closed

Top Buys

1
+$4.06M
2
+$2.86M
3
+$2.01M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1.89M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$1.88M

Top Sells

1
+$842K
2
+$510K
3
+$300K
4
RWO icon
SPDR Dow Jones Global Real Estate ETF
RWO
+$283K
5
AAPL icon
Apple
AAPL
+$169K

Sector Composition

1 Technology 4.42%
2 Financials 2.43%
3 Industrials 2.23%
4 Healthcare 1.99%
5 Consumer Discretionary 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$49K 0.01%
813
+67
302
$48K 0.01%
317
303
$48K 0.01%
324
304
$48K 0.01%
1,248
305
$48K 0.01%
764
-282
306
$48K 0.01%
4,470
+435
307
$47K 0.01%
2,076
308
$47K 0.01%
289
+39
309
$46K 0.01%
1,026
310
$45K 0.01%
854
+110
311
$45K 0.01%
700
312
$45K 0.01%
1,085
+85
313
$45K 0.01%
855
314
$45K 0.01%
200
315
$45K 0.01%
1,200
316
$44K 0.01%
887
317
$44K 0.01%
1,156
-204
318
$44K 0.01%
700
319
$44K 0.01%
433
320
$44K 0.01%
114
+50
321
$43K 0.01%
1,300
322
$43K 0.01%
790
323
$42K 0.01%
1,300
324
$42K 0.01%
2,773
325
$42K 0.01%
2,000
11 12
13
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