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
476
$18.7K ﹤0.01%
125
477
$18.6K ﹤0.01%
476
478
$18.3K ﹤0.01%
620
479
$18.3K ﹤0.01%
801
480
$18.2K ﹤0.01%
+38
481
$18.2K ﹤0.01%
248
482
$17.8K ﹤0.01%
2,000
483
$17.7K ﹤0.01%
301
484
$17.5K ﹤0.01%
129
485
$17.5K ﹤0.01%
76
486
$17.4K ﹤0.01%
358
+62
487
$17.4K ﹤0.01%
337
488
$17.3K ﹤0.01%
220
-230
489
$17.2K ﹤0.01%
200
490
$17.2K ﹤0.01%
127
-38
491
$17.1K ﹤0.01%
107
492
$17.1K ﹤0.01%
2,402
493
$17K ﹤0.01%
204
494
$16.9K ﹤0.01%
4,300
-1,500
495
$16.8K ﹤0.01%
30
+6
496
$16.5K ﹤0.01%
256
497
$16.5K ﹤0.01%
410
+10
498
$16.4K ﹤0.01%
104
499
$16.3K ﹤0.01%
500
500
$16.1K ﹤0.01%
31
-2
18 19
20
21 22