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

Top Sells

1
+$1.84M
2
+$601K
3
+$566K
4
BBAX icon
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF
BBAX
+$389K
5
VUG icon
Vanguard Growth ETF
VUG
+$384K

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
501
$14K ﹤0.01%
104
502
$13.9K ﹤0.01%
296
503
$13.9K ﹤0.01%
2,500
504
$13.7K ﹤0.01%
140
-249
505
$13.7K ﹤0.01%
360
506
$13.5K ﹤0.01%
308
507
$13.5K ﹤0.01%
24
508
$13.5K ﹤0.01%
+100
509
$13.4K ﹤0.01%
221
510
$13.4K ﹤0.01%
230
-171
511
$13.3K ﹤0.01%
137
512
$13.3K ﹤0.01%
589
513
$13.3K ﹤0.01%
2,000
514
$13.3K ﹤0.01%
134
515
$13.3K ﹤0.01%
601
516
$13.1K ﹤0.01%
510
517
$13K ﹤0.01%
+500
518
$12.9K ﹤0.01%
85
-168
519
$12.9K ﹤0.01%
400
+176
520
$12.6K ﹤0.01%
160
521
$12.5K ﹤0.01%
153
522
$12.5K ﹤0.01%
38
523
$12.4K ﹤0.01%
+450
524
$12.3K ﹤0.01%
50
525
$12.3K ﹤0.01%
+545
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