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

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
526
$12.1K ﹤0.01%
328
527
$11.7K ﹤0.01%
360
528
$11.5K ﹤0.01%
+150
529
$11.5K ﹤0.01%
+150
530
$11.2K ﹤0.01%
50
531
$11.1K ﹤0.01%
+261
532
$11K ﹤0.01%
306
-494
533
$10.8K ﹤0.01%
123
534
$10.8K ﹤0.01%
806
-964
535
$10.7K ﹤0.01%
+100
536
$10.5K ﹤0.01%
210
537
$10.5K ﹤0.01%
+105
538
$10.5K ﹤0.01%
600
539
$10.4K ﹤0.01%
550
540
$10.3K ﹤0.01%
270
541
$10.2K ﹤0.01%
204
542
$10.1K ﹤0.01%
388
543
$10K ﹤0.01%
+264
544
$9.87K ﹤0.01%
170
545
$9.85K ﹤0.01%
+54
546
$9.82K ﹤0.01%
865
547
$9.79K ﹤0.01%
2,250
548
$9.77K ﹤0.01%
2,027
549
$9.69K ﹤0.01%
33
550
$9.6K ﹤0.01%
2,910