HWA
HHM Wealth Advisors Portfolio holdings
AUM
$841M
1-Year Return
12.92%
This Quarter Return
-4.46%
1 Year Return
+12.92%
3 Year Return
+51.29%
5 Year Return
+90.38%
10 Year Return
–
AUM
$428M
AUM Growth
+$13.4M
(+3.2%)
Cap. Flow
+$33M
Cap. Flow
% of AUM
7.72%
Top 10 Holdings %
Top 10 Hldgs %
67.3%
Holding
774
New
81
Increased
113
Reduced
100
Closed
48
Top Buys
| 1 |
Schwab US Broad Market ETF
SCHB
|
$15.8M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
$9.11M |
| 3 |
Pacer US Small Cap Cash Cows 100 ETF
CALF
|
$7.57M |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
$5.3M |
| 5 |
Vanguard Real Estate ETF
VNQ
|
$1.57M |
Top Sells
Sector Composition
| 1 | Technology | 4.65% |
| 2 | Financials | 2.35% |
| 3 | Industrials | 2.25% |
| 4 | Healthcare | 2.03% |
| 5 | Consumer Discretionary | 1.84% |
