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
551
$9.53K ﹤0.01%
+1,400
552
$9.48K ﹤0.01%
63
553
$9.42K ﹤0.01%
+78
554
$9.37K ﹤0.01%
184
+10
555
$9.33K ﹤0.01%
+1,052
556
$9.31K ﹤0.01%
205
+81
557
$9.29K ﹤0.01%
+90
558
$9.26K ﹤0.01%
350
559
$9.13K ﹤0.01%
+200
560
$8.94K ﹤0.01%
100
561
$8.92K ﹤0.01%
130
562
$8.81K ﹤0.01%
+900
563
$8.76K ﹤0.01%
+35
564
$8.75K ﹤0.01%
60
565
$8.72K ﹤0.01%
125
566
$8.72K ﹤0.01%
66
+6
567
$8.7K ﹤0.01%
+52
568
$8.64K ﹤0.01%
75
569
$8.61K ﹤0.01%
309
-479
570
$8.56K ﹤0.01%
+150
571
$8.56K ﹤0.01%
+171
572
$8.49K ﹤0.01%
62
-480
573
$8.48K ﹤0.01%
33
-44
574
$8.44K ﹤0.01%
725
575
$8.44K ﹤0.01%
114
21 22
23
24 25