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

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
476
$17.4K ﹤0.01%
1,296
477
$17.3K ﹤0.01%
1,500
478
$17.3K ﹤0.01%
125
479
$17.1K ﹤0.01%
256
480
$16.6K ﹤0.01%
76
+12
481
$16.5K ﹤0.01%
+600
482
$16.4K ﹤0.01%
469
+280
483
$16.4K ﹤0.01%
28
484
$16.3K ﹤0.01%
+2,402
485
$16.3K ﹤0.01%
620
486
$16.2K ﹤0.01%
301
487
$16.1K ﹤0.01%
+200
488
$16.1K ﹤0.01%
117
+12
489
$15.9K ﹤0.01%
+200
490
$15.8K ﹤0.01%
1,015
491
$15.7K ﹤0.01%
801
-180
492
$15.7K ﹤0.01%
410
493
$15.6K ﹤0.01%
204
494
$15.6K ﹤0.01%
195
+88
495
$15.5K ﹤0.01%
192
496
$15.3K ﹤0.01%
1,210
497
$15.2K ﹤0.01%
107
498
$15.2K ﹤0.01%
2
499
$14.8K ﹤0.01%
+400
500
$14.2K ﹤0.01%
+500