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
$665M
AUM Growth
+$57.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
872
New
Increased
Reduced
Closed

Top Buys

1
+$22.7M
2
+$4.45M
3
+$3.3M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.83M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.5M

Top Sells

1
+$1.84M
2
+$601K
3
+$566K
4
BBAX icon
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF
BBAX
+$389K
5
VUG icon
Vanguard Growth ETF
VUG
+$384K

Sector Composition

1 Technology 4.78%
2 Financials 2.48%
3 Consumer Discretionary 2.32%
4 Industrials 1.95%
5 Healthcare 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.26M 0.34%
6,569
+356
27
$2.21M 0.33%
17,878
+2,148
28
$2.17M 0.33%
21,519
-563
29
$2.15M 0.32%
24,859
30
$2.06M 0.31%
9,618
+11
31
$2M 0.3%
99,784
-14,377
32
$1.89M 0.28%
24,400
+7,067
33
$1.85M 0.28%
5,565
+2,027
34
$1.81M 0.27%
3,306
-217
35
$1.77M 0.27%
10,746
+3,690
36
$1.73M 0.26%
47,220
+7,400
37
$1.73M 0.26%
86,534
-4,640
38
$1.71M 0.26%
9,308
+494
39
$1.68M 0.25%
35,475
-2,527
40
$1.64M 0.25%
22,616
+1,661
41
$1.64M 0.25%
25,851
42
$1.61M 0.24%
41,887
-402
43
$1.6M 0.24%
38,600
-610
44
$1.58M 0.24%
3,303
+193
45
$1.55M 0.23%
3,096
+313
46
$1.47M 0.22%
8,074
+130
47
$1.46M 0.22%
4,548
+40
48
$1.42M 0.21%
62,292
+3,358
49
$1.37M 0.21%
+43,398
50
$1.34M 0.2%
6,639
+307
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