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
576
$8.43K ﹤0.01%
116
577
$8.22K ﹤0.01%
+946
578
$8.18K ﹤0.01%
170
579
$8.15K ﹤0.01%
1,000
580
$8.14K ﹤0.01%
205
581
$8.08K ﹤0.01%
41
582
$8.03K ﹤0.01%
70
583
$8.01K ﹤0.01%
1,210
584
$7.93K ﹤0.01%
818
585
$7.91K ﹤0.01%
120
-58
586
$7.88K ﹤0.01%
+230
587
$7.85K ﹤0.01%
100
588
$7.82K ﹤0.01%
700
-663
589
$7.77K ﹤0.01%
27
-101
590
$7.64K ﹤0.01%
100
591
$7.63K ﹤0.01%
+300
592
$7.62K ﹤0.01%
122
593
$7.54K ﹤0.01%
+224
594
$7.49K ﹤0.01%
400
595
$7.25K ﹤0.01%
88
596
$7.25K ﹤0.01%
+500
597
$7.15K ﹤0.01%
46
-4
598
$7.02K ﹤0.01%
60
-134
599
$6.96K ﹤0.01%
13
600
$6.87K ﹤0.01%
158
-593
22 23
24
25 26