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

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
501
$14K ﹤0.01%
58
502
$14K ﹤0.01%
+156
503
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20
504
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115
+59
505
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100
-465
506
$14K ﹤0.01%
1,740
507
$14K ﹤0.01%
287
508
$14K ﹤0.01%
433
509
$13K ﹤0.01%
1,000
510
$13K ﹤0.01%
+76
511
$13K ﹤0.01%
+693
512
$13K ﹤0.01%
418
+209
513
$13K ﹤0.01%
700
514
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116
+30
515
$13K ﹤0.01%
301
516
$12K ﹤0.01%
+62
517
$12K ﹤0.01%
+153
518
$12K ﹤0.01%
183
519
$12K ﹤0.01%
620
520
$12K ﹤0.01%
865
+600
521
$12K ﹤0.01%
180
522
$12K ﹤0.01%
63
523
$12K ﹤0.01%
125
524
$12K ﹤0.01%
100
525
$11K ﹤0.01%
192