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
551
$10.7K ﹤0.01%
+100
552
$10.6K ﹤0.01%
63
553
$10.5K ﹤0.01%
150
554
$10.4K ﹤0.01%
100
555
$10.3K ﹤0.01%
78
556
$10.2K ﹤0.01%
2,910
557
$10.2K ﹤0.01%
806
558
$10.2K ﹤0.01%
221
559
$10.1K ﹤0.01%
2,250
560
$10.1K ﹤0.01%
2,027
561
$10.1K ﹤0.01%
114
562
$10K ﹤0.01%
280
-189
563
$9.96K ﹤0.01%
62
564
$9.9K ﹤0.01%
+77
565
$9.82K ﹤0.01%
27
566
$9.82K ﹤0.01%
+2,350
567
$9.78K ﹤0.01%
60
568
$9.62K ﹤0.01%
54
-500
569
$9.62K ﹤0.01%
70
570
$9.61K ﹤0.01%
306
571
$9.49K ﹤0.01%
450
+340
572
$9.46K ﹤0.01%
88
573
$9.41K ﹤0.01%
600
+400
574
$9.38K ﹤0.01%
309
575
$9.38K ﹤0.01%
205