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
376
$37.3K 0.01%
96
+58
377
$37.3K 0.01%
1,130
378
$36.7K 0.01%
263
379
$36.6K 0.01%
238
380
$36.5K 0.01%
304
+49
381
$36.3K 0.01%
429
-49
382
$35.1K 0.01%
435
+135
383
$34.9K ﹤0.01%
656
+181
384
$34.6K ﹤0.01%
1,215
385
$34.2K ﹤0.01%
90
+1
386
$34.2K ﹤0.01%
560
387
$34K ﹤0.01%
290
388
$34K ﹤0.01%
226
389
$34K ﹤0.01%
545
390
$33.7K ﹤0.01%
2,076
391
$33.6K ﹤0.01%
97
-4
392
$33.4K ﹤0.01%
123
+8
393
$33.2K ﹤0.01%
1,500
394
$33.2K ﹤0.01%
1,000
395
$33.1K ﹤0.01%
1,300
-450
396
$32.7K ﹤0.01%
3,914
397
$32.6K ﹤0.01%
1,104
398
$32.4K ﹤0.01%
234
399
$32.2K ﹤0.01%
404
400
$32.2K ﹤0.01%
400
14 15
16
17 18