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

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
426
$24.8K ﹤0.01%
283
+103
427
$24.2K ﹤0.01%
200
428
$23.9K ﹤0.01%
+511
429
$23.8K ﹤0.01%
219
430
$23.8K ﹤0.01%
200
431
$23.4K ﹤0.01%
469
+192
432
$23.4K ﹤0.01%
607
+189
433
$22.8K ﹤0.01%
3,450
+1,000
434
$22.6K ﹤0.01%
+5,800
435
$22.2K ﹤0.01%
530
436
$22.1K ﹤0.01%
455
437
$22K ﹤0.01%
+30
438
$21.9K ﹤0.01%
1,000
439
$21.4K ﹤0.01%
2,046
440
$21.2K ﹤0.01%
1,875
-3,130
441
$21.2K ﹤0.01%
337
+212
442
$21K ﹤0.01%
20
443
$20.9K ﹤0.01%
561
444
$20.6K ﹤0.01%
720
+80
445
$20.6K ﹤0.01%
666
446
$20.4K ﹤0.01%
300
447
$20.1K ﹤0.01%
83
448
$20.1K ﹤0.01%
150
449
$20K ﹤0.01%
471
+200
450
$20K ﹤0.01%
165