HWA

HHM Wealth Advisors Portfolio holdings

AUM $864M
1-Year Est. Return 12.56%
This Quarter Est. Return
1 Year Est. Return
+12.56%
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

Top Sells

1
+$12.7M
2
+$1.55M
3
+$906K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$376K
5
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$348K

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
526
$11K ﹤0.01%
192
527
$11K ﹤0.01%
+32
528
$11K ﹤0.01%
+243
529
$11K ﹤0.01%
205
530
$11K ﹤0.01%
70
531
$11K ﹤0.01%
291
532
$11K ﹤0.01%
+204
533
$10K ﹤0.01%
+303
534
$10K ﹤0.01%
153
+1
535
$10K ﹤0.01%
20
536
$10K ﹤0.01%
+79
537
$10K ﹤0.01%
82
538
$10K ﹤0.01%
+50
539
$10K ﹤0.01%
+241
540
$10K ﹤0.01%
400
541
$10K ﹤0.01%
63
542
$10K ﹤0.01%
55
543
$10K ﹤0.01%
+346
544
$9K ﹤0.01%
1,055
545
$9K ﹤0.01%
174
+59
546
$9K ﹤0.01%
1,364
547
$9K ﹤0.01%
143
-16
548
$9K ﹤0.01%
39
549
$9K ﹤0.01%
2
-2
550
$9K ﹤0.01%
50
20 21
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