HWA
HHM Wealth Advisors Portfolio holdings
AUM
$841M
1-Year Return
12.92%
This Quarter Return
+5.62%
1 Year Return
+12.92%
3 Year Return
+51.29%
5 Year Return
+90.38%
10 Year Return
–
AUM
$490M
AUM Growth
+$52.3M
(+12%)
Cap. Flow
+$31.7M
Cap. Flow
% of AUM
6.47%
Top 10 Holdings %
Top 10 Hldgs %
72.77%
Holding
835
New
142
Increased
192
Reduced
85
Closed
21
Top Buys
| 1 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$10.2M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
+$4.23M |
| 3 |
Vanguard Real Estate ETF
VNQ
|
+$2.98M |
| 4 |
Schwab International Equity ETF
SCHF
|
+$2.83M |
| 5 |
Pacer US Small Cap Cash Cows 100 ETF
CALF
|
+$2.03M |
Top Sells
Sector Composition
| 1 | Technology | 3.53% |
| 2 | Industrials | 1.6% |
| 3 | Healthcare | 1.6% |
| 4 | Consumer Discretionary | 1.59% |
| 5 | Financials | 1.4% |
