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
$665M
AUM Growth
+$57.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
872
New
Increased
Reduced
Closed

Top Buys

1 +$22.7M
2 +$4.45M
3 +$3.3M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.83M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.5M

Sector Composition

1 Technology 4.78%
2 Financials 2.48%
3 Consumer Discretionary 2.32%
4 Industrials 1.95%
5 Healthcare 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$46.8K 0.01%
1,035
352
$46.7K 0.01%
1,195
353
$46.3K 0.01%
855
354
$45.5K 0.01%
497
355
$45.4K 0.01%
639
356
$44.6K 0.01%
+306
357
$44.1K 0.01%
1,047
358
$43.4K 0.01%
249
+60
359
$43.1K 0.01%
1,248
360
$43K 0.01%
+450
361
$42.2K 0.01%
600
+15
362
$42K 0.01%
1,750
363
$41.4K 0.01%
210
364
$41.2K 0.01%
113
+36
365
$41.2K 0.01%
+1,550
366
$40.8K 0.01%
+849
367
$40.1K 0.01%
670
368
$40K 0.01%
+200
369
$39.8K 0.01%
248
370
$39.4K 0.01%
60
+44
371
$38.5K 0.01%
665
372
$38.2K 0.01%
593
373
$38.1K 0.01%
550
+327
374
$37.2K 0.01%
1,025
-10,073
375
$37K 0.01%
+238