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
$368M
AUM Growth
+$44.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
670
New
Increased
Reduced
Closed

Top Buys

1
+$4.06M
2
+$2.86M
3
+$2.01M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1.89M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$1.88M

Top Sells

1
+$842K
2
+$510K
3
+$300K
4
RWO icon
SPDR Dow Jones Global Real Estate ETF
RWO
+$283K
5
AAPL icon
Apple
AAPL
+$169K

Sector Composition

1 Technology 4.42%
2 Financials 2.43%
3 Industrials 2.23%
4 Healthcare 1.99%
5 Consumer Discretionary 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.4M 0.38%
+28,791
27
$1.38M 0.37%
5,881
28
$1.22M 0.33%
91,279
-8,125
29
$1.18M 0.32%
9,640
30
$1.13M 0.31%
5,454
31
$1.11M 0.3%
12,534
-5,770
32
$1.05M 0.29%
3,285
-288
33
$1.02M 0.28%
16,898
34
$1M 0.27%
30,575
+27,756
35
$965K 0.26%
42,128
-670
36
$959K 0.26%
10,659
+10,481
37
$843K 0.23%
6,893
38
$840K 0.23%
28,970
39
$823K 0.22%
13,185
+665
40
$791K 0.22%
1,840
41
$790K 0.21%
2,008
+418
42
$788K 0.21%
2,835
43
$776K 0.21%
+30,930
44
$774K 0.21%
5,735
-220
45
$766K 0.21%
3,518
+18
46
$765K 0.21%
9,840
-415
47
$733K 0.2%
42,276
+6
48
$724K 0.2%
4,300
49
$708K 0.19%
6,141
+6,107
50
$695K 0.19%
25,454
-1,070
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