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
501
$15.9K ﹤0.01%
153
502
$15.6K ﹤0.01%
45
+12
503
$15.5K ﹤0.01%
1,210
504
$15.5K ﹤0.01%
130
+90
505
$15.2K ﹤0.01%
230
506
$14.9K ﹤0.01%
+179
507
$14.8K ﹤0.01%
+38
508
$14.8K ﹤0.01%
+61
509
$14.7K ﹤0.01%
150
510
$14.6K ﹤0.01%
308
511
$14.5K ﹤0.01%
1,296
512
$14.5K ﹤0.01%
2,500
513
$13.9K ﹤0.01%
137
514
$13.8K ﹤0.01%
28
515
$13.8K ﹤0.01%
85
516
$13.7K ﹤0.01%
388
517
$13.6K ﹤0.01%
601
518
$13.6K ﹤0.01%
589
519
$13.4K ﹤0.01%
15
+12
520
$13.4K ﹤0.01%
510
521
$13.4K ﹤0.01%
200
522
$13.3K ﹤0.01%
134
523
$13.3K ﹤0.01%
15
-15
524
$13.3K ﹤0.01%
170
525
$13.2K ﹤0.01%
50