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
$665M
AUM Growth
+$57.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
872
New
Increased
Reduced
Closed

Top Buys

1
+$22.7M
2
+$4.45M
3
+$3.3M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.83M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.5M

Top Sells

1
+$1.84M
2
+$601K
3
+$566K
4
BBAX icon
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF
BBAX
+$389K
5
VUG icon
Vanguard Growth ETF
VUG
+$384K

Sector Composition

1 Technology 4.78%
2 Financials 2.48%
3 Consumer Discretionary 2.32%
4 Industrials 1.95%
5 Healthcare 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$65.6K 0.01%
1,595
+165
302
$64.9K 0.01%
275
303
$64.9K 0.01%
+2,100
304
$63.2K 0.01%
478
305
$62.5K 0.01%
1,346
+229
306
$62.4K 0.01%
343
-24
307
$62.2K 0.01%
526
308
$61.9K 0.01%
1,263
309
$61.8K 0.01%
139
310
$61.3K 0.01%
+4,100
311
$60.9K 0.01%
1,466
312
$60.1K 0.01%
770
-462
313
$59.7K 0.01%
235
314
$59.4K 0.01%
+72
315
$59.3K 0.01%
800
316
$58.6K 0.01%
550
-269
317
$57.6K 0.01%
190
-6
318
$57.3K 0.01%
1,500
319
$57K 0.01%
103
-22
320
$56.2K 0.01%
3,460
321
$55.9K 0.01%
3,704
322
$55.7K 0.01%
624
+400
323
$55.6K 0.01%
750
324
$55.4K 0.01%
+600
325
$54.9K 0.01%
827
11 12
13
14 15