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
326
$55.6K 0.01%
275
327
$55.1K 0.01%
1,462
-731
328
$55K 0.01%
310
329
$55K 0.01%
1,500
-600
330
$53.7K 0.01%
561
-7,536
331
$53.3K 0.01%
800
332
$52.3K 0.01%
+754
333
$52.1K 0.01%
671
-143
334
$51.9K 0.01%
67
-5
335
$51.8K 0.01%
855
336
$51.5K 0.01%
1,014
337
$51.2K 0.01%
1,690
338
$51K 0.01%
700
339
$50.9K 0.01%
1,280
340
$50.6K 0.01%
927
341
$50.4K 0.01%
400
342
$50.4K 0.01%
2,440
343
$50K 0.01%
+2,700
344
$49.7K 0.01%
396
345
$49.5K 0.01%
+3,378
346
$49.4K 0.01%
233
347
$49.2K 0.01%
400
348
$48.8K 0.01%
3,954
+2,454
349
$48.3K 0.01%
6,000
350
$48.1K 0.01%
670
12 13
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