HWA
HHM Wealth Advisors Portfolio holdings
AUM
$841M
This Quarter Return
+7.75%
1 Year Return
+12.92%
3 Year Return
+51.29%
5 Year Return
+90.38%
10 Year Return
–
AUM
$250M
AUM Growth
+$250M
(+4.5%)
Cap. Flow
-$2.75M
Cap. Flow
% of AUM
-1.1%
Top 10 Holdings %
Top 10 Hldgs %
70.18%
Holding
551
New
42
Increased
97
Reduced
77
Closed
18
Top Buys
| 1 |
Apple
AAPL
|
$3.71M |
| 2 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$817K |
| 3 |
iShares Core 1-5 Year USD Bond ETF
ISTB
|
$692K |
| 4 |
SPDR Nuveen ICE Municipal Bond ETF
TFI
|
$620K |
| 5 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$300K |
Top Sells
Sector Composition
| 1 | Technology | 4.42% |
| 2 | Financials | 2.54% |
| 3 | Industrials | 2.18% |
| 4 | Consumer Discretionary | 2.12% |
| 5 | Healthcare | 2.11% |
