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
$705M
AUM Growth
+$40.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
842
New
Increased
Reduced
Closed

Top Buys

1
+$8.31M
2
+$4.86M
3
+$1.98M
4
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$1.1M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$921K

Top Sells

1
+$11.8M
2
+$2.41M
3
+$2.18M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$779K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$747K

Sector Composition

1 Technology 4.59%
2 Financials 2.34%
3 Consumer Discretionary 2.28%
4 Industrials 2.04%
5 Healthcare 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$65.3K 0.01%
838
+68
302
$64.7K 0.01%
1,000
303
$64.4K 0.01%
1,200
-450
304
$63.7K 0.01%
6,029
-9,152
305
$62.5K 0.01%
317
-26
306
$62.4K 0.01%
3,460
307
$61.9K 0.01%
750
308
$61.7K 0.01%
552
-1
309
$60.7K 0.01%
724
+708
310
$59.3K 0.01%
3,704
311
$59.2K 0.01%
750
312
$59.1K 0.01%
1,317
-29
313
$58.8K 0.01%
1,500
314
$58.2K 0.01%
1,029
315
$58.2K 0.01%
789
-848
316
$57.9K 0.01%
827
317
$57.9K 0.01%
890
318
$57.7K 0.01%
502
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319
$56.9K 0.01%
416
-80
320
$56.5K 0.01%
430
321
$56.1K 0.01%
860
322
$55.9K 0.01%
639
323
$55.7K 0.01%
1,035
324
$55.6K 0.01%
713
-220
325
$55.6K 0.01%
785
-28
11 12
13
14 15