HWA
HHM Wealth Advisors Portfolio holdings
AUM
$841M
1-Year Return
12.92%
This Quarter Return
+0.77%
1 Year Return
+12.92%
3 Year Return
+51.29%
5 Year Return
+90.38%
10 Year Return
–
AUM
$665M
AUM Growth
+$57.1M
(+9.4%)
Cap. Flow
+$54.1M
Cap. Flow
% of AUM
8.14%
Top 10 Holdings %
Top 10 Hldgs %
68.07%
Holding
872
New
132
Increased
191
Reduced
105
Closed
87
Top Buys
| 1 |
SPDR Portfolio Short Term Treasury ETF
SPTS
|
+$22.7M |
| 2 |
ServisFirst Bancshares
SFBS
|
+$4.45M |
| 3 |
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
|
+$3.3M |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
+$2.83M |
| 5 |
Vanguard Real Estate ETF
VNQ
|
+$1.51M |
Top Sells
| 1 |
Schwab US Mid-Cap ETF
SCHM
|
+$1.84M |
| 2 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$601K |
| 3 |
Schwab US Broad Market ETF
SCHB
|
+$566K |
| 4 |
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF
BBAX
|
+$389K |
| 5 |
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% |
