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
451
$19.9K ﹤0.01%
523
452
$19.9K ﹤0.01%
371
-36
453
$19.8K ﹤0.01%
+6,000
454
$19.8K ﹤0.01%
155
455
$19.7K ﹤0.01%
475
456
$19.4K ﹤0.01%
500
457
$19.4K ﹤0.01%
+200
458
$19.2K ﹤0.01%
200
459
$19K ﹤0.01%
858
460
$18.9K ﹤0.01%
125
461
$18.8K ﹤0.01%
2,060
462
$18.7K ﹤0.01%
760
463
$18.7K ﹤0.01%
975
464
$18.7K ﹤0.01%
+1,500
465
$18.6K ﹤0.01%
406
-261
466
$18.5K ﹤0.01%
238
-81
467
$18.5K ﹤0.01%
220
468
$18.4K ﹤0.01%
248
469
$18.4K ﹤0.01%
262
-324
470
$17.9K ﹤0.01%
33
+2
471
$17.7K ﹤0.01%
+435
472
$17.7K ﹤0.01%
128
473
$17.4K ﹤0.01%
476
474
$17.4K ﹤0.01%
986
+100
475
$17.4K ﹤0.01%
129
17 18
19
20 21