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
426
$26.9K ﹤0.01%
469
427
$26.6K ﹤0.01%
200
428
$26.5K ﹤0.01%
718
429
$26.3K ﹤0.01%
319
+57
430
$26K ﹤0.01%
455
431
$25.9K ﹤0.01%
511
432
$25.5K ﹤0.01%
249
-34
433
$25.3K ﹤0.01%
986
434
$25.2K ﹤0.01%
833
-85
435
$24.6K ﹤0.01%
123
+69
436
$24.5K ﹤0.01%
540
437
$24.4K ﹤0.01%
2,175
+300
438
$24.4K ﹤0.01%
83
439
$23.8K ﹤0.01%
1,484
-4,450
440
$23.6K ﹤0.01%
219
441
$23.3K ﹤0.01%
299
+265
442
$23.3K ﹤0.01%
239
+1
443
$23.2K ﹤0.01%
2,046
444
$22.9K ﹤0.01%
1,536
-1,064
445
$22.8K ﹤0.01%
3,500
446
$22.6K ﹤0.01%
500
447
$22.1K ﹤0.01%
187
+47
448
$22.1K ﹤0.01%
210
-11
449
$21.7K ﹤0.01%
+200
450
$21.6K ﹤0.01%
561
16 17
18
19 20