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
$428M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
774
New
Increased
Reduced
Closed

Top Buys

1 +$15.8M
2 +$9.11M
3 +$7.57M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$5.3M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.57M

Sector Composition

1 Technology 4.65%
2 Financials 2.35%
3 Industrials 2.25%
4 Healthcare 2.03%
5 Consumer Discretionary 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$52K 0.01%
+1,478
302
$52K 0.01%
742
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303
$51K 0.01%
2,440
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$51K 0.01%
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$51K 0.01%
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$50K 0.01%
91
308
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310
$49K 0.01%
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311
$48K 0.01%
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312
$48K 0.01%
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314
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315
$48K 0.01%
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316
$47K 0.01%
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$46K 0.01%
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$46K 0.01%
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$46K 0.01%
896
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$45K 0.01%
1,418