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
$428M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
774
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$9.11M
3
+$7.57M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$5.3M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.57M

Top Sells

1
+$12.7M
2
+$1.55M
3
+$906K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$376K
5
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$348K

Sector Composition

1 Technology 4.65%
2 Financials 2.35%
3 Industrials 2.25%
4 Healthcare 2.03%
5 Consumer Discretionary 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.7M 0.4%
5,674
+1,663
27
$1.44M 0.34%
28,791
28
$1.37M 0.32%
5,454
29
$1.35M 0.32%
9,700
+360
30
$1.32M 0.31%
5,973
+69
31
$1.32M 0.31%
8,376
-500
32
$1.26M 0.29%
22,286
+75
33
$1.22M 0.29%
8,013
+1,626
34
$1.2M 0.28%
16,497
-300
35
$1.13M 0.26%
45,457
+2,859
36
$1.06M 0.25%
19,085
+6,201
37
$1.05M 0.25%
11,419
-455
38
$1M 0.23%
2,835
39
$901K 0.21%
4,300
40
$883K 0.21%
6,893
41
$872K 0.2%
5,380
+1,502
42
$847K 0.2%
1,868
-37
43
$838K 0.2%
28,970
44
$823K 0.19%
55,876
-16,805
45
$794K 0.19%
9,675
-20
46
$788K 0.18%
8,032
-271
47
$788K 0.18%
7,021
+2,129
48
$779K 0.18%
88,430
49
$771K 0.18%
30,930
50
$751K 0.18%
9,169
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