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
$705M
AUM Growth
+$40.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
842
New
Increased
Reduced
Closed

Top Buys

1
+$8.31M
2
+$4.86M
3
+$1.98M
4
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$1.1M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$921K

Top Sells

1
+$11.8M
2
+$2.41M
3
+$2.18M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$779K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$747K

Sector Composition

1 Technology 4.59%
2 Financials 2.34%
3 Consumer Discretionary 2.28%
4 Industrials 2.04%
5 Healthcare 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$47.7K 0.01%
824
-176
352
$47.5K 0.01%
1,047
353
$47.3K 0.01%
249
354
$46.3K 0.01%
202
+22
355
$46.2K 0.01%
57
356
$45.8K 0.01%
1,248
357
$44.9K 0.01%
585
-15
358
$44.1K 0.01%
665
359
$43.4K 0.01%
2,000
360
$43.4K 0.01%
210
361
$43.3K 0.01%
248
362
$43.3K 0.01%
365
-809
363
$42.6K 0.01%
450
364
$42.4K 0.01%
113
365
$42.1K 0.01%
2,400
-1,700
366
$42K 0.01%
1,750
367
$41.2K 0.01%
140
368
$40.4K 0.01%
4,631
+4,131
369
$39.9K 0.01%
497
370
$39.7K 0.01%
375
371
$39.3K 0.01%
849
372
$38.6K 0.01%
1,025
373
$38.5K 0.01%
91
374
$38.4K 0.01%
1,350
-200
375
$38.1K 0.01%
1,195
13 14
15
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