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
401
$32.1K ﹤0.01%
740
402
$32.1K ﹤0.01%
180
403
$31.8K ﹤0.01%
444
404
$31.8K ﹤0.01%
450
405
$31.6K ﹤0.01%
1,007
+857
406
$31.4K ﹤0.01%
114
407
$31.1K ﹤0.01%
50
-10
408
$31K ﹤0.01%
69
409
$31K ﹤0.01%
300
410
$30.9K ﹤0.01%
790
411
$30.8K ﹤0.01%
1,653
412
$30.2K ﹤0.01%
175
-25
413
$30K ﹤0.01%
100
414
$29.8K ﹤0.01%
400
-150
415
$29.7K ﹤0.01%
1,000
-1,000
416
$29.5K ﹤0.01%
1,000
417
$29.5K ﹤0.01%
1,500
418
$28.8K ﹤0.01%
+550
419
$28.8K ﹤0.01%
913
420
$28.7K ﹤0.01%
5,372
-300
421
$28.6K ﹤0.01%
686
-9
422
$28.3K ﹤0.01%
530
423
$28K ﹤0.01%
+1,503
424
$27.6K ﹤0.01%
250
-100
425
$27.1K ﹤0.01%
3,450
15 16
17
18 19