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
576
$9.36K ﹤0.01%
35
577
$9.31K ﹤0.01%
200
578
$9.25K ﹤0.01%
1,000
579
$9.09K ﹤0.01%
492
+92
580
$9.09K ﹤0.01%
350
581
$8.98K ﹤0.01%
60
-6
582
$8.79K ﹤0.01%
170
583
$8.63K ﹤0.01%
1,210
584
$8.51K ﹤0.01%
122
+1
585
$8.46K ﹤0.01%
207
-400
586
$8.44K ﹤0.01%
725
587
$8.35K ﹤0.01%
100
588
$8.23K ﹤0.01%
41
589
$8.23K ﹤0.01%
+70
590
$8.23K ﹤0.01%
818
591
$8.21K ﹤0.01%
+4
592
$8.2K ﹤0.01%
60
593
$8.18K ﹤0.01%
700
594
$8.05K ﹤0.01%
100
595
$7.95K ﹤0.01%
+138
596
$7.92K ﹤0.01%
268
+203
597
$7.9K ﹤0.01%
1,350
598
$7.88K ﹤0.01%
300
599
$7.81K ﹤0.01%
+127
600
$7.71K ﹤0.01%
200