HWA
HHM Wealth Advisors Portfolio holdings
AUM
$841M
1-Year Return
12.92%
This Quarter Return
+6.23%
1 Year Return
+12.92%
3 Year Return
+51.29%
5 Year Return
+90.38%
10 Year Return
–
AUM
$533M
AUM Growth
+$43.2M
(+8.8%)
Cap. Flow
+$15.3M
Cap. Flow
% of AUM
2.87%
Top 10 Holdings %
Top 10 Hldgs %
72.7%
Holding
871
New
56
Increased
110
Reduced
139
Closed
70
Top Buys
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
+$2.71M |
| 2 |
Amazon
AMZN
|
+$1.7M |
| 3 |
Vanguard Real Estate ETF
VNQ
|
+$1.68M |
| 4 |
Pacer US Small Cap Cash Cows 100 ETF
CALF
|
+$1.29M |
| 5 |
Schwab US Mid-Cap ETF
SCHM
|
+$1.27M |
Top Sells
Sector Composition
| 1 | Technology | 3.94% |
| 2 | Consumer Discretionary | 2.12% |
| 3 | Healthcare | 1.59% |
| 4 | Industrials | 1.56% |
| 5 | Financials | 1.32% |
