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
$368M
AUM Growth
+$44.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
670
New
Increased
Reduced
Closed

Top Buys

1
+$4.06M
2
+$2.86M
3
+$2.01M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1.89M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$1.88M

Top Sells

1
+$842K
2
+$510K
3
+$300K
4
RWO icon
SPDR Dow Jones Global Real Estate ETF
RWO
+$283K
5
AAPL icon
Apple
AAPL
+$169K

Sector Composition

1 Technology 4.42%
2 Financials 2.43%
3 Industrials 2.23%
4 Healthcare 1.99%
5 Consumer Discretionary 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$1K ﹤0.01%
50
602
$1K ﹤0.01%
76
603
$1K ﹤0.01%
10
604
$1K ﹤0.01%
6
605
$1K ﹤0.01%
+14
606
$1K ﹤0.01%
3
607
$1K ﹤0.01%
200
608
$1K ﹤0.01%
200
609
$1K ﹤0.01%
260
610
$1K ﹤0.01%
42
611
$1K ﹤0.01%
+100
612
– –
-5
613
– –
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614
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615
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0
616
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-118
617
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-4,000
618
$0 ﹤0.01%
4
619
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-15
620
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621
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-598
622
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623
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624
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625
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-5
23 24
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