HWA
HHM Wealth Advisors Portfolio holdings
AUM
$841M
1-Year Return
12.92%
This Quarter Return
+6.79%
1 Year Return
+12.92%
3 Year Return
+51.29%
5 Year Return
+90.38%
10 Year Return
–
AUM
$368M
AUM Growth
+$44.5M
(+14%)
Cap. Flow
+$23.5M
Cap. Flow
% of AUM
6.38%
Top 10 Holdings %
Top 10 Hldgs %
67.15%
Holding
670
New
59
Increased
104
Reduced
66
Closed
42
Top Buys
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
+$4.06M |
| 2 |
SPDR MSCI ACWI ex-US ETF
CWI
|
+$2.86M |
| 3 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$2.01M |
| 4 |
Schwab US Mid-Cap ETF
SCHM
|
+$1.89M |
| 5 |
VanEck Morningstar Wide Moat ETF
MOAT
|
+$1.88M |
Top Sells
| 1 |
Olympic Steel
ZEUS
|
+$842K |
| 2 |
Pinnacle Financial Partners
PNFP
|
+$510K |
| 3 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$300K |
| 4 |
SPDR Dow Jones Global Real Estate ETF
RWO
|
+$283K |
| 5 |
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% |
