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
$705M
AUM Growth
+$40.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
842
New
Increased
Reduced
Closed

Top Buys

1
+$8.31M
2
+$4.86M
3
+$1.98M
4
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$1.1M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$921K

Top Sells

1
+$11.8M
2
+$2.41M
3
+$2.18M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$779K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$747K

Sector Composition

1 Technology 4.59%
2 Financials 2.34%
3 Consumer Discretionary 2.28%
4 Industrials 2.04%
5 Healthcare 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.43M 0.34%
79,669
-9,005
27
$2.4M 0.34%
9,654
+36
28
$2.38M 0.34%
101,376
-15,600
29
$2.31M 0.33%
5,900
+335
30
$2.19M 0.31%
2,471
-534
31
$2.11M 0.3%
90,329
-9,455
32
$2.1M 0.3%
17,272
-606
33
$2.03M 0.29%
87,677
+1,143
34
$1.99M 0.28%
22,061
-2,339
35
$1.85M 0.26%
4,548
36
$1.84M 0.26%
41,191
-696
37
$1.83M 0.26%
38,413
-187
38
$1.82M 0.26%
10,502
-244
39
$1.78M 0.25%
47,220
40
$1.74M 0.25%
73,318
+11,026
41
$1.74M 0.25%
25,851
42
$1.66M 0.24%
34,048
-1,427
43
$1.64M 0.23%
3,106
+10
44
$1.57M 0.22%
9,389
+81
45
$1.54M 0.22%
30,215
+7,462
46
$1.48M 0.21%
52,003
+8,605
47
$1.4M 0.2%
6,639
48
$1.4M 0.2%
4,932
-28
49
$1.34M 0.19%
7,960
+1,090
50
$1.34M 0.19%
8,077
+3
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