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
$170M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$2.87M
2
+$1.48M
3
+$763K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$645K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$441K

Top Sells

1
+$285K
2
+$256K
3
+$68.5K
4
RTL
The Necessity Retail REIT, Inc. Class A Common Stock
RTL
+$32.2K
5
RSPG icon
Invesco S&P 500 Equal Weight Energy ETF
RSPG
+$24.3K

Sector Composition

1 Technology 2.14%
2 Industrials 1.77%
3 Consumer Discretionary 1.45%
4 Financials 1.09%
5 Healthcare 0.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$700K 0.41%
5,176
27
$617K 0.36%
10,730
+6,680
28
$580K 0.34%
27,263
-950
29
$520K 0.31%
27,792
-3,660
30
$513K 0.3%
9,373
+2,827
31
$513K 0.3%
73,751
32
$513K 0.3%
43,866
33
$486K 0.29%
22,720
+475
34
$477K 0.28%
2,294
+300
35
$477K 0.28%
9,505
+2,790
36
$471K 0.28%
4,000
37
$458K 0.27%
8,749
+63
38
$445K 0.26%
3,592
+100
39
$442K 0.26%
20,875
+2,265
40
$441K 0.26%
+5,042
41
$413K 0.24%
6,567
-375
42
$407K 0.24%
3,595
43
$394K 0.23%
2,888
44
$390K 0.23%
28,576
45
$342K 0.2%
7,051
-500
46
$324K 0.19%
6,848
+1,231
47
$301K 0.18%
2,746
+400
48
$293K 0.17%
2,822
49
$293K 0.17%
7,625
50
$291K 0.17%
13,783
+77
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