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
$428M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
774
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$9.11M
3
+$7.57M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$5.3M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.57M

Top Sells

1
+$12.7M
2
+$1.55M
3
+$906K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$376K
5
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$348K

Sector Composition

1 Technology 4.65%
2 Financials 2.35%
3 Industrials 2.25%
4 Healthcare 2.03%
5 Consumer Discretionary 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$37K 0.01%
1,753
+1,025
352
$37K 0.01%
248
353
$36K 0.01%
930
+500
354
$36K 0.01%
+9,390
355
$35K 0.01%
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356
$35K 0.01%
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357
$35K 0.01%
417
+17
358
$35K 0.01%
917
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359
$34K 0.01%
165
360
$34K 0.01%
1,000
361
$34K 0.01%
200
362
$34K 0.01%
2,000
363
$33K 0.01%
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364
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210
365
$33K 0.01%
255
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366
$33K 0.01%
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367
$32K 0.01%
246
368
$32K 0.01%
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369
$32K 0.01%
684
370
$32K 0.01%
2,060
371
$32K 0.01%
1,470
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372
$32K 0.01%
58
373
$31K 0.01%
389
-46
374
$31K 0.01%
679
-775
375
$31K 0.01%
400
-216
13 14
15
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