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

Top Sells

1
+$1.84M
2
+$601K
3
+$566K
4
BBAX icon
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF
BBAX
+$389K
5
VUG icon
Vanguard Growth ETF
VUG
+$384K

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
401
$29.8K ﹤0.01%
450
402
$29.8K ﹤0.01%
1,500
403
$29.7K ﹤0.01%
404
404
$29.6K ﹤0.01%
2,076
405
$29.4K ﹤0.01%
1,104
+600
406
$28.8K ﹤0.01%
444
407
$28.5K ﹤0.01%
+560
408
$28.5K ﹤0.01%
790
409
$28.4K ﹤0.01%
+1,653
410
$28.4K ﹤0.01%
913
411
$28.3K ﹤0.01%
+500
412
$28.2K ﹤0.01%
114
413
$27.7K ﹤0.01%
+255
414
$27.5K ﹤0.01%
2,600
415
$27.2K ﹤0.01%
180
416
$27.2K ﹤0.01%
695
-201
417
$27.1K ﹤0.01%
+1,000
418
$26.9K ﹤0.01%
300
419
$26.7K ﹤0.01%
89
+45
420
$26.6K ﹤0.01%
69
-16
421
$25.7K ﹤0.01%
540
422
$25.6K ﹤0.01%
3,914
423
$25.5K ﹤0.01%
718
-8,025
424
$25.4K ﹤0.01%
918
425
$25.3K ﹤0.01%
221
-168
15 16
17
18 19