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
$208M
AUM Growth
+$32.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$8.51M
2
+$3.39M
3
+$1.68M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.37M
5
JPUS icon
JPMorgan Diversified Return US Equity ETF
JPUS
+$1.22M

Top Sells

1
+$5.12M
2
+$467K
3
+$427K
4
MRK icon
Merck
MRK
+$231K
5
RTL
The Necessity Retail REIT, Inc. Class A Common Stock
RTL
+$184K

Sector Composition

1 Technology 2.95%
2 Financials 1.84%
3 Industrials 1.66%
4 Consumer Discretionary 1.25%
5 Healthcare 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$886K 0.43%
33,172
-1,350
27
$856K 0.41%
17,430
+9,470
28
$815K 0.39%
9,186
-2,599
29
$765K 0.37%
5,176
30
$761K 0.37%
7,074
-182
31
$626K 0.3%
9,780
-1,400
32
$609K 0.29%
10,660
+3,555
33
$609K 0.29%
+36,570
34
$603K 0.29%
47,118
+3,192
35
$596K 0.29%
2,633
+435
36
$543K 0.26%
5,792
+750
37
$528K 0.25%
2,420
-167
38
$527K 0.25%
4,000
39
$527K 0.25%
3,747
40
$523K 0.25%
4,190
+464
41
$512K 0.25%
28,576
42
$508K 0.24%
25,359
-258
43
$492K 0.24%
8,846
-144
44
$488K 0.23%
22,720
45
$475K 0.23%
9,919
-519
46
$463K 0.22%
6,920
+2,000
47
$443K 0.21%
73,751
48
$443K 0.21%
20,875
49
$426K 0.2%
2,888
+50
50
$411K 0.2%
+2,841
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