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
376
$24K 0.01%
588
-4
377
$24K 0.01%
101
-44
378
$24K 0.01%
202
379
$24K 0.01%
140
380
$23K 0.01%
540
381
$23K 0.01%
156
382
$23K 0.01%
975
383
$23K 0.01%
360
384
$23K 0.01%
188
385
$23K 0.01%
409
386
$23K 0.01%
430
387
$23K 0.01%
144
388
$22K 0.01%
118
389
$22K 0.01%
+1,100
390
$22K 0.01%
1,100
391
$22K 0.01%
495
392
$22K 0.01%
675
393
$21K 0.01%
467
-66
394
$21K 0.01%
+210
395
$20K 0.01%
129
+39
396
$20K 0.01%
1,878
+1,728
397
$20K 0.01%
500
398
$20K 0.01%
530
399
$20K 0.01%
241
400
$20K 0.01%
301
14 15
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