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
351
$31K 0.01%
1,355
352
$30K 0.01%
184
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353
$30K 0.01%
464
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$30K 0.01%
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355
$29K 0.01%
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356
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357
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119
358
$29K 0.01%
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359
$28K 0.01%
2,000
360
$28K 0.01%
450
361
$28K 0.01%
480
362
$28K 0.01%
740
363
$27K 0.01%
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364
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365
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366
$27K 0.01%
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367
$26K 0.01%
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368
$26K 0.01%
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369
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$26K 0.01%
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$25K 0.01%
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$25K 0.01%
400
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$25K 0.01%
131