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
376
$36.9K 0.01%
57
+42
377
$36.7K 0.01%
140
378
$36.3K 0.01%
180
-142
379
$35.8K 0.01%
2,000
380
$35.8K 0.01%
3,500
381
$35.7K 0.01%
226
+200
382
$35.6K 0.01%
+91
383
$34.6K 0.01%
1,130
384
$34.4K 0.01%
350
385
$34.4K 0.01%
115
+46
386
$34.3K 0.01%
290
387
$33.8K 0.01%
+263
388
$33.4K 0.01%
101
+4
389
$33.3K 0.01%
366
+287
390
$33.1K 0.01%
400
391
$32.9K 0.01%
100
392
$32.8K ﹤0.01%
+1,500
393
$32.8K ﹤0.01%
1,215
394
$32K ﹤0.01%
450
395
$31.9K ﹤0.01%
234
396
$31.4K ﹤0.01%
5,672
+300
397
$30.9K ﹤0.01%
740
398
$30.9K ﹤0.01%
375
399
$30.7K ﹤0.01%
+1,500
400
$30K ﹤0.01%
545
-127