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
$239M
AUM Growth
+$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1 +$2.26M
2 +$1.99M
3 +$810K
4
RWO icon
SPDR Dow Jones Global Real Estate ETF
RWO
+$725K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$641K

Sector Composition

1 Technology 3.95%
2 Financials 2.55%
3 Healthcare 1.94%
4 Consumer Discretionary 1.85%
5 Industrials 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$12K 0.01%
530
352
$12K 0.01%
45
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$12K 0.01%
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$12K 0.01%
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+164
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69
359
$11K ﹤0.01%
150
360
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398
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$11K ﹤0.01%
200
362
$11K ﹤0.01%
556
+10
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340
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600
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$10K ﹤0.01%
136
373
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93
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$10K ﹤0.01%
252
375
$10K ﹤0.01%
600