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
326
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556
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$40K 0.01%
1,400
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$39K 0.01%
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$37K 0.01%
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$36K 0.01%
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$36K 0.01%
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$35K 0.01%
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337
$35K 0.01%
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338
$35K 0.01%
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339
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$33K 0.01%
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345
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$32K 0.01%
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$31K 0.01%
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349
$31K 0.01%
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$31K 0.01%
941
+313