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
526
$13.1K ﹤0.01%
1,306
+254
527
$12.7K ﹤0.01%
400
528
$12.7K ﹤0.01%
600
529
$12.6K ﹤0.01%
500
530
$12.6K ﹤0.01%
264
531
$12.5K ﹤0.01%
360
532
$12.3K ﹤0.01%
+47
533
$12.2K ﹤0.01%
328
534
$12.2K ﹤0.01%
460
-300
535
$11.9K ﹤0.01%
50
536
$11.9K ﹤0.01%
100
+40
537
$11.9K ﹤0.01%
105
538
$11.7K ﹤0.01%
1,400
539
$11.6K ﹤0.01%
22
-102
540
$11.6K ﹤0.01%
75
541
$11.6K ﹤0.01%
210
542
$11.5K ﹤0.01%
100
543
$11.2K ﹤0.01%
270
544
$11.1K ﹤0.01%
946
545
$10.9K ﹤0.01%
75
-42
546
$10.9K ﹤0.01%
130
547
$10.8K ﹤0.01%
1,615
548
$10.7K ﹤0.01%
187
-184
549
$10.7K ﹤0.01%
52
550
$10.7K ﹤0.01%
204
20 21
22
23 24