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

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
326
$54.7K 0.01%
1,029
327
$54.5K 0.01%
890
328
$54.5K 0.01%
1,000
+22
329
$54.1K 0.01%
814
330
$54.1K 0.01%
124
+102
331
$53.7K 0.01%
430
332
$53.4K 0.01%
813
+28
333
$52.8K 0.01%
553
+1
334
$52.8K 0.01%
67
-8
335
$51.8K 0.01%
+400
336
$51.5K 0.01%
1,065
-8,049
337
$51.2K 0.01%
1,014
338
$50.7K 0.01%
496
+321
339
$50.5K 0.01%
1,280
340
$50.3K 0.01%
+400
341
$50.3K 0.01%
2,625
342
$50.2K 0.01%
1,690
343
$49.9K 0.01%
2,440
344
$49.4K 0.01%
310
345
$49.2K 0.01%
927
346
$48.9K 0.01%
860
+260
347
$48K 0.01%
700
348
$47.8K 0.01%
233
349
$47.3K 0.01%
+1,750
350
$47K 0.01%
396