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
451
$21.6K ﹤0.01%
975
452
$21.5K ﹤0.01%
471
453
$21.4K ﹤0.01%
200
454
$21.3K ﹤0.01%
720
455
$21.1K ﹤0.01%
1,500
456
$21.1K ﹤0.01%
150
457
$21.1K ﹤0.01%
+748
458
$21K ﹤0.01%
20
459
$20.7K ﹤0.01%
146
+18
460
$20.7K ﹤0.01%
2,060
461
$20.7K ﹤0.01%
410
462
$20.6K ﹤0.01%
200
463
$20.6K ﹤0.01%
+620
464
$20.5K ﹤0.01%
125
465
$20.4K ﹤0.01%
155
466
$20.1K ﹤0.01%
+140
467
$20K ﹤0.01%
298
-295
468
$19.8K ﹤0.01%
220
469
$19.8K ﹤0.01%
435
470
$19.6K ﹤0.01%
2
471
$19.4K ﹤0.01%
202
+42
472
$19.3K ﹤0.01%
523
473
$19.3K ﹤0.01%
666
474
$19.3K ﹤0.01%
406
475
$18.8K ﹤0.01%
1,015
17 18
19
20 21